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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 | $21,280 | $110,212-80.7% | $96,534-78.0% | $139,466-84.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.40% | 26.42%-10.0pp | 25.88%-9.5pp | 373.66%-357.3pp |
| Employer contribution / active EE | $518 | $3,620-85.7% | $2,965-82.5% | $4,754-89.1% |
| Participant deferral / active EE | $1,479 | $5,547-73.3% | $4,851-69.5% | $6,712-78.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |