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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 | $110,172 | $142,409-22.6% | $119,634-7.9% | $134,545-18.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -2.91% | -12.46%+9.5pp | -14.98%+12.1pp | 418.37%-421.3pp |
| Employer contribution / active EE | $480 | $5,224-90.8% | $4,232-88.7% | $4,742-89.9% |
| Participant deferral / active EE | $480 | $6,468-92.6% | $5,601-91.4% | $6,401-92.5% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |