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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 | $7,641 | $48,267-84.2% | $68,808-88.9% | $68,486-88.8% |
| Participation rate | 97.6% | 60.7%+37.0pp | 69.0%+28.6pp | 67.9%+29.7pp |
| Annual return | 14.29% | -12.70%+27.0pp | -6.37%+20.7pp | -7.85%+22.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |