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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 | $15,488 | $91,179-83.0% | $178,499-91.3% | $79,852-80.6% |
| Participation rate | 84.5% | 69.2%+15.3pp | 81.9%+2.6pp | 69.6%+14.9pp |
| Annual return | 13.55% | 24.19%-10.6pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $498 | $3,236-84.6% | $5,202-90.4% | $3,740-86.7% |
| Admin fee / account holder | $177 | $6,749-97.4% | $13,986-98.7% | $5,306-96.7% |