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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 | $48,016 | $99,032-51.5% | $80,022-40.0% | $135,379-64.5% |
| Participation rate | 82.4% | 78.4%+4.0pp | 75.8%+6.5pp | 82.6%-0.3pp |
| Annual return | -5.04% | 15.39%-20.4pp | 11.22%-16.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $855 | $4,282-80.0% | $3,686-76.8% | $5,609-84.8% |
| Admin fee / account holder | $165 | $10,436-98.4% | $6,521-97.5% | $10,828-98.5% |