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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 | $35,983 | $103,038-65.1% | $90,324-60.2% | $152,909-76.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 23.23% | 95.25%-72.0pp | 78.15%-54.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |