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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 | $2,590 | $27,943-90.7% | $58,507-95.6% | $75,177-96.6% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 18.05% | 44.22%-26.2pp | 4252.32%-4234.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $47 | $670-93.0% | $1,053-95.5% | $2,671-98.2% |
| Participant deferral / active EE | $59 | $1,202-95.1% | $1,922-96.9% | $4,126-98.6% |
| Admin fee / account holder | $208 | $1,727-87.9% | $2,486-91.6% | $5,651-96.3% |