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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 | $18,798 | $75,962-75.3% | $154,111-87.8% | $64,173-70.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -3.92% | 30.32%-34.2pp | 735.18%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $199 | $3,350-94.1% | $5,298-96.2% | $2,381-91.6% |
| Participant deferral / active EE | $674 | $3,175-78.8% | $5,081-86.7% | $3,470-80.6% |
| Admin fee / account holder | $272 | $5,589-95.1% | $13,411-98.0% | $4,887-94.4% |