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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 | $9,032 | $37,446-75.9% | $77,513-88.3% | $79,852-88.7% |
| Participation rate | 81.8% | 41.5%+40.3pp | 54.2%+27.6pp | 69.6%+12.2pp |
| Annual return | 13.08% | 39.76%-26.7pp | 54.81%-41.7pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $288 | $1,261-77.2% | $1,861-84.5% | $3,740-92.3% |
| Admin fee / account holder | $51 | $2,506-98.0% | $2,859-98.2% | $5,306-99.0% |