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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 | $41,626 | $131,835-68.4% | $108,582-61.7% | $273,972-84.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.15% | -91.57%+100.7pp | -51.70%+60.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $500 | $4,913-89.8% | $3,758-86.7% | $4,869-89.7% |
| Participant deferral / active EE | $500 | $5,127-90.2% | $4,311-88.4% | $5,287-90.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |