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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 | $41,427 | $86,298-52.0% | $111,308-62.8% | $85,847-51.7% |
| Participation rate | 90.1% | 73.3%+16.8pp | 77.3%+12.8pp | 69.3%+20.8pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $237 | $2,044-88.4% | $2,732-91.3% | $2,565-90.8% |
| Participant deferral / active EE | $666 | $3,641-81.7% | $4,487-85.2% | $3,952-83.2% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |