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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 | $14,890 | $114,013-86.9% | $103,693-85.6% | $155,188-90.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 20.33% | 49.31%-29.0pp | 47.61%-27.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $781 | $4,970-84.3% | $4,579-82.9% | $6,531-88.0% |
| Admin fee / account holder | $182 | $8,407-97.8% | $7,858-97.7% | $14,480-98.7% |