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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 | $36,591 | $92,219-60.3% | $76,767-52.3% | $135,380-73.0% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -4.25% | 5.46%-9.7pp | 2.43%-6.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $129 | $3,216-96.0% | $2,485-94.8% | $4,779-97.3% |
| Participant deferral / active EE | $531 | $4,508-88.2% | $3,852-86.2% | $5,609-90.5% |
| Admin fee / account holder | $55 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |