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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 | $55,335 | $147,556-62.5% | $129,031-57.1% | $198,609-72.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 12.42% | 37.41%-25.0pp | 34.67%-22.2pp | 202.70%-190.3pp |
| Employer contribution / active EE | $110 | $3,645-97.0% | $3,226-96.6% | $5,055-97.8% |
| Participant deferral / active EE | $110 | $5,760-98.1% | $5,217-97.9% | $6,977-98.4% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |