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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 | $18,574 | $100,805-81.6% | $86,698-78.6% | $134,532-86.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.15% | 29.09%-31.2pp | 35.95%-38.1pp | 418.27%-420.4pp |
| Employer contribution / active EE | $695 | $3,490-80.1% | $2,837-75.5% | $4,741-85.3% |
| Participant deferral / active EE | $825 | $5,339-84.6% | $4,656-82.3% | $6,401-87.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |