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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 | $21,636 | $64,252-66.3% | - | $139,456-84.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | - | 80.3%+19.7pp |
| Annual return | 18.92% | 4.96%+14.0pp | - | 373.45%-354.5pp |
| Employer contribution / active EE | $0 | $6,851-100.0% | - | $4,753-100.0% |
| Participant deferral / active EE | $0 | $2,945-100.0% | - | $6,711-100.0% |
| Admin fee / account holder | $165 | $3,908-95.8% | - | $11,407-98.6% |