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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 | $33,739 | $91,194-63.0% | $178,486-81.1% | $79,860-57.8% |
| Participation rate | 76.0% | 69.2%+6.8pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 44.68% | 24.19%+20.5pp | 151.08%-106.4pp | 31.72%+13.0pp |
| Employer contribution / active EE | $107 | $3,256-96.7% | $5,011-97.9% | $2,471-95.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $70 | $6,751-99.0% | $13,985-99.5% | $5,306-98.7% |