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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 | $15,774 | $77,638-79.7% | $156,551-89.9% | $62,881-74.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.37% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $210 | $3,444-93.9% | $5,501-96.2% | $2,281-90.8% |
| Participant deferral / active EE | $552 | $3,046-81.9% | $4,871-88.7% | $3,203-82.8% |
| Admin fee / account holder | $32 | $5,561-99.4% | $13,028-99.8% | $4,296-99.2% |