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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 | $40,789 | $75,962-46.3% | $154,111-73.5% | $64,173-36.4% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 15.20% | 30.32%-15.1pp | 735.18%-720.0pp | 7.63%+7.6pp |
| Employer contribution / active EE | $36 | $3,350-98.9% | $5,298-99.3% | $2,381-98.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |