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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 | $50,623 | $64,719-21.8% | $112,249-54.9% | $68,486-26.1% |
| Participation rate | 73.9% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.0pp |
| Annual return | -5.69% | -11.40%+5.7pp | 27.48%-33.2pp | -7.85%+2.2pp |
| Employer contribution / active EE | $627 | $2,747-77.2% | $3,636-82.7% | $2,597-75.8% |
| Participant deferral / active EE | $1,207 | $3,565-66.2% | $4,729-74.5% | $4,028-70.0% |
| Admin fee / account holder | $62 | $5,232-98.8% | $6,412-99.0% | $5,404-98.9% |