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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 | $46,485 | $211,288-78.0% | $178,540-74.0% | $145,884-68.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.90% | 30.27%-17.4pp | 27.15%-14.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $333 | $4,574-92.7% | $3,953-91.6% | $4,662-92.9% |
| Participant deferral / active EE | $883 | $6,967-87.3% | $6,281-85.9% | $6,690-86.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |