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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 | $42,370 | $89,370-52.6% | $141,197-70.0% | $72,976-41.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $273 | $3,115-91.3% | $4,736-94.2% | $2,440-88.8% |
| Participant deferral / active EE | $1,007 | $5,419-81.4% | $6,710-85.0% | $3,608-72.1% |
| Admin fee / account holder | $7 | $5,957-99.9% | $10,265-99.9% | $5,124-99.9% |