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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 | $122,664 | $54,380+125.6% | $68,509+79.0% | $59,633+105.7% |
| Participation rate | 76.1% | 70.2%+5.9pp | 74.7%+1.4pp | 68.7%+7.4pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $108 | $1,539-93.0% | $2,278-95.3% | $2,203-95.1% |
| Participant deferral / active EE | $1,025 | $2,643-61.2% | $3,382-69.7% | $3,192-67.9% |
| Admin fee / account holder | $194 | $3,885-95.0% | $5,275-96.3% | $4,297-95.5% |