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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 | $17,147 | $87,546-80.4% | $75,784-77.4% | $125,389-86.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.00% | 13.49%-12.5pp | 9.68%-8.7pp | 282.24%-281.2pp |
| Employer contribution / active EE | $59 | $3,930-98.5% | $3,323-98.2% | $4,866-98.8% |
| Participant deferral / active EE | $118 | $4,230-97.2% | $3,652-96.8% | $5,352-97.8% |
| Admin fee / account holder | $38 | $6,503-99.4% | $5,300-99.3% | $9,541-99.6% |