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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 | $59,438 | $95,917-38.0% | $79,583-25.3% | $134,545-55.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -14.44% | -2.70%-11.7pp | 0.16%-14.6pp | 418.37%-432.8pp |
| Employer contribution / active EE | $140 | $3,129-95.5% | $2,414-94.2% | $4,742-97.0% |
| Participant deferral / active EE | $201 | $4,694-95.7% | $3,986-95.0% | $6,401-96.9% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |