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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 | $12,966 | $42,910-69.8% | $60,919-78.7% | $68,490-81.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.48% | -13.99%-1.5pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $236 | $1,978-88.1% | $2,704-91.3% | $2,597-90.9% |
| Participant deferral / active EE | $830 | $2,866-71.0% | $3,814-78.2% | $4,028-79.4% |
| Admin fee / account holder | $74 | $3,104-97.6% | $3,228-97.7% | $5,403-98.6% |