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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 | $89,702 | $154,193-41.8% | $130,045-31.0% | $139,466-35.7% |
| Participation rate | 73.9% | 82.0%-8.1pp | 78.5%-4.6pp | 80.3%-6.4pp |
| Annual return | 22.81% | 32.51%-9.7pp | -137.30%+160.1pp | 373.66%-350.9pp |
| Employer contribution / active EE | $494 | $5,292-90.7% | $4,321-88.6% | $4,754-89.6% |
| Participant deferral / active EE | $1,167 | $6,709-82.6% | $5,820-80.0% | $6,712-82.6% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |