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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 | $18,577 | $52,279-64.5% | $89,435-79.2% | $79,856-76.7% |
| Participation rate | 85.2% | 57.5%+27.6pp | 68.0%+17.2pp | 69.6%+15.5pp |
| Annual return | 15.59% | 22.16%-6.6pp | 245.55%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $187 | $2,740-93.2% | $3,890-95.2% | $3,741-95.0% |
| Admin fee / account holder | $16 | $3,356-99.5% | $4,884-99.7% | $5,306-99.7% |