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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 | $25,564 | $89,367-71.4% | $141,191-81.9% | $72,975-65.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.21% | 111.87%-89.7pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $280 | $3,115-91.0% | $4,736-94.1% | $2,440-88.5% |
| Participant deferral / active EE | $1,756 | $5,419-67.6% | $6,710-73.8% | $3,608-51.3% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,264-99.9% | $5,124-99.9% |