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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 | $24,632 | $93,617-73.7% | $135,982-81.9% | $75,177-67.2% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 51.16% | 30.89%+20.3pp | 68.32%-17.2pp | 160.75%-109.6pp |
| Employer contribution / active EE | $11 | $3,538-99.7% | $4,859-99.8% | $2,671-99.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8 | $6,980-99.9% | $10,767-99.9% | $5,651-99.9% |