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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 | $17,212 | $85,024-79.8% | $70,544-75.6% | $139,466-87.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 16.58% | 30.39%-13.8pp | 32.79%-16.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $7 | $3,912-99.8% | $2,976-99.8% | $4,754-99.9% |
| Participant deferral / active EE | $45 | $5,891-99.2% | $4,568-99.0% | $6,712-99.3% |
| Admin fee / account holder | $155 | $8,928-98.3% | $6,427-97.6% | $11,409-98.6% |