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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 | $14,398 | $95,917-85.0% | $79,583-81.9% | $134,545-89.3% |
| Participation rate | 91.3% | 75.0%+16.3pp | 69.5%+21.8pp | 81.2%+10.1pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $462 | $3,129-85.2% | $2,414-80.9% | $4,742-90.3% |
| Participant deferral / active EE | $290 | $4,694-93.8% | $3,986-92.7% | $6,401-95.5% |
| Admin fee / account holder | $79 | $9,132-99.1% | $6,835-98.8% | $11,431-99.3% |