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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 | $27,235 | $157,304-82.7% | $141,197-80.7% | $152,909-82.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 31.44% | 64.34%-32.9pp | 71.41%-40.0pp | 345.46%-314.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $295 | $7,111-95.9% | $6,710-95.6% | $5,851-95.0% |
| Admin fee / account holder | $204 | $12,126-98.3% | $10,265-98.0% | $11,601-98.2% |