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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 | $27,313 | $167,504-83.7% | $151,628-82.0% | $134,509-79.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.65% | 7.81%-23.5pp | 3.34%-19.0pp | 418.13%-433.8pp |
| Employer contribution / active EE | $720 | $6,828-89.5% | $6,165-88.3% | $4,741-84.8% |
| Participant deferral / active EE | $899 | $8,985-90.0% | $8,363-89.2% | $6,400-86.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |