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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 | $28,026 | $106,905-73.8% | $84,020-66.6% | $152,885-81.7% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 23.71% | 105.00%-81.3pp | 71.31%-47.6pp | 345.39%-321.7pp |
| Employer contribution / active EE | $189 | $2,735-93.1% | $1,984-90.5% | $4,763-96.0% |
| Participant deferral / active EE | $947 | $4,012-76.4% | $3,239-70.8% | $5,851-83.8% |
| Admin fee / account holder | $92 | $8,287-98.9% | $6,101-98.5% | $11,598-99.2% |