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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 | $39,960 | $77,816-48.6% | $123,552-67.7% | $64,173-37.7% |
| Participation rate | 75.5% | 74.7%+0.8pp | 82.3%-6.8pp | 69.6%+5.9pp |
| Annual return | -6.84% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,490 | $5,240-71.6% | $6,426-76.8% | $3,470-57.0% |
| Admin fee / account holder | $66 | $5,519-98.8% | $9,285-99.3% | $4,887-98.6% |