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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 | $65,038 | $87,546-25.7% | $75,784-14.2% | $125,389-48.1% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -2.06% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $87 | $3,930-97.8% | $3,323-97.4% | $4,866-98.2% |
| Participant deferral / active EE | $875 | $4,230-79.3% | $3,652-76.0% | $5,352-83.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |