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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 | $72,067 | $120,075-40.0% | $90,782-20.6% | $55,725+29.3% |
| Participation rate | 97.1% | 88.0%+9.1pp | 82.7%+14.4pp | 70.9%+26.2pp |
| Annual return | 0.00% | -3.47%+3.5pp | -3.42%+3.4pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,105-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $6,826-100.0% | $5,366-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,908-100.0% | $115-100.0% |