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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 | $26,623 | $167,353-84.1% | $143,797-81.5% | $134,545-80.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -13.87% | 0.48%-14.4pp | -0.04%-13.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $664 | $5,620-88.2% | $4,952-86.6% | $4,742-86.0% |
| Participant deferral / active EE | $1,901 | $6,447-70.5% | $5,638-66.3% | $6,401-70.3% |
| Admin fee / account holder | $199 | $18,096-98.9% | $14,679-98.6% | $11,431-98.3% |