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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 | $22,924 | $92,219-75.1% | $76,767-70.1% | $135,380-83.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -7.89% | 5.46%-13.4pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $197 | $3,216-93.9% | $2,485-92.1% | $4,779-95.9% |
| Participant deferral / active EE | $1,078 | $4,508-76.1% | $3,852-72.0% | $5,609-80.8% |
| Admin fee / account holder | $101 | $10,749-99.1% | $6,675-98.5% | $10,828-99.1% |