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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 | $58,874 | $167,522-64.9% | $151,639-61.2% | $134,532-56.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.02% | 7.81%-16.8pp | 3.34%-12.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $703 | $6,828-89.7% | $6,165-88.6% | $4,741-85.2% |
| Participant deferral / active EE | $2,354 | $8,986-73.8% | $8,363-71.9% | $6,401-63.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |