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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 | $15,301 | $124,980-87.8% | $108,359-85.9% | $154,746-90.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.37% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $524 | $2,851-81.6% | $2,399-78.2% | $4,379-88.0% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $261 | $11,502-97.7% | $9,741-97.3% | $14,365-98.2% |