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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 | $58,824 | $73,988-20.5% | $96,538-39.1% | $75,177-21.8% |
| Participation rate | 89.7% | 66.4%+23.3pp | 74.3%+15.4pp | 67.2%+22.5pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $176 | $2,930-94.0% | $3,740-95.3% | $2,671-93.4% |
| Participant deferral / active EE | $703 | $3,660-80.8% | $4,880-85.6% | $4,126-83.0% |
| Admin fee / account holder | $135 | $5,220-97.4% | $6,737-98.0% | $5,651-97.6% |