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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 | $22,704 | $100,811-77.5% | $86,698-73.8% | $134,545-83.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.02% | 29.11%-47.1pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $213 | $3,490-93.9% | $2,837-92.5% | $4,742-95.5% |
| Participant deferral / active EE | $1,093 | $5,339-79.5% | $4,656-76.5% | $6,401-82.9% |
| Admin fee / account holder | $243 | $10,926-97.8% | $7,492-96.8% | $11,431-97.9% |