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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 | $81,569 | $167,533-51.3% | $151,645-46.2% | $134,545-39.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -16.49% | 7.81%-24.3pp | 3.34%-19.8pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $841 | $8,985-90.6% | $8,363-89.9% | $6,401-86.9% |
| Admin fee / account holder | $39 | $13,781-99.7% | $11,614-99.7% | $11,431-99.7% |