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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 | $17,475 | $53,837-67.5% | $75,714-76.9% | $85,847-79.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 21.39% | 24.54%-3.1pp | 104.62%-83.2pp | 318.61%-297.2pp |
| Employer contribution / active EE | $184 | $2,017-90.9% | $2,744-93.3% | $2,565-92.8% |
| Participant deferral / active EE | $648 | $2,895-77.6% | $3,820-83.0% | $3,952-83.6% |
| Admin fee / account holder | $62 | $3,339-98.2% | $3,619-98.3% | $6,261-99.0% |