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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 | $44,324 | $81,233-45.4% | $155,567-71.5% | $80,874-45.2% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.4pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $343 | $3,101-88.9% | $4,674-92.7% | $2,756-87.6% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $216 | $7,998-97.3% | $15,916-98.6% | $6,935-96.9% |