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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 | $47,674 | $162,821-70.7% | $133,978-64.4% | $158,982-70.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.87% | 41.95%-22.1pp | 45.10%-25.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $497 | $4,976-90.0% | $3,919-87.3% | $4,763-89.6% |
| Participant deferral / active EE | $467 | $5,910-92.1% | $5,047-90.8% | $5,983-92.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |