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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 | $22,949 | $78,670-70.8% | $109,173-79.0% | $85,847-73.3% |
| Participation rate | 98.7% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.4pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $608 | $2,734-77.8% | $3,723-83.7% | $2,565-76.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $143 | $5,469-97.4% | $6,755-97.9% | $6,261-97.7% |