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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,349 | $62,589-53.1% | $76,768-61.8% | $64,173-54.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 8.05% | -1.95%+10.0pp | 2.43%+5.6pp | 7.63%+0.4pp |
| Employer contribution / active EE | $86 | $1,832-95.3% | $2,485-96.5% | $2,381-96.4% |
| Participant deferral / active EE | $147 | $3,145-95.3% | $3,852-96.2% | $3,470-95.8% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |