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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 | $81,276-45.5% | $155,574-71.5% | $80,925-45.2% |
| Participation rate | 88.1% | 66.2%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $343 | $3,103-88.9% | $4,676-92.7% | $2,756-87.6% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $216 | $7,993-97.3% | $15,914-98.6% | $6,940-96.9% |