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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 | $49,311 | $152,587-67.7% | $125,175-60.6% | $152,870-67.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 29.32% | 54.84%-25.5pp | 43.79%-14.5pp | 345.34%-316.0pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $295 | $5,868-95.0% | $4,937-94.0% | $5,850-95.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |