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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 | $47,997 | $65,704-26.9% | $94,229-49.1% | $59,633-19.5% |
| Participation rate | 72.4% | 72.1%+0.3pp | 78.8%-6.4pp | 68.7%+3.7pp |
| Annual return | -1.87% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,132 | $3,143-64.0% | $4,320-73.8% | $3,192-64.5% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |