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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 | $14,975 | $102,632-85.4% | $81,988-81.7% | $158,950-90.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 27.48% | 61.05%-33.6pp | 41.31%-13.8pp | 302.91%-275.4pp |
| Employer contribution / active EE | $353 | $3,241-89.1% | $2,498-85.9% | $4,762-92.6% |
| Participant deferral / active EE | $1,044 | $4,649-77.5% | $3,722-72.0% | $5,983-82.5% |
| Admin fee / account holder | $6 | $8,237-99.9% | $5,665-99.9% | $11,248-99.9% |