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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 | $17,027 | $133,981-87.3% | $112,249-84.8% | $134,532-87.3% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -20.26% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $544 | $4,040-86.5% | $3,636-85.0% | $4,741-88.5% |
| Participant deferral / active EE | $837 | $5,292-84.2% | $4,729-82.3% | $6,401-86.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |