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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 | $23,487 | $98,240-76.1% | $82,312-71.5% | $147,586-84.1% |
| Participation rate | 70.6% | 79.7%-9.1pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 17.75% | 30.85%-13.1pp | 25.88%-8.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $155 | $3,192-95.2% | $2,428-93.6% | $4,876-96.8% |
| Participant deferral / active EE | $893 | $4,383-79.6% | $3,706-75.9% | $5,439-83.6% |
| Admin fee / account holder | $31 | $8,563-99.6% | $5,608-99.4% | $10,886-99.7% |