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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 | $55,148 | $127,096-56.6% | $105,736-47.8% | $135,380-59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.45% | 4.49%-10.9pp | 6.27%-12.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $498 | $4,107-87.9% | $3,268-84.8% | $4,779-89.6% |
| Participant deferral / active EE | $664 | $5,064-86.9% | $4,080-83.7% | $5,609-88.2% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |