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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 | $102,894 | $127,096-19.0% | $105,736-2.7% | $135,380-24.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $150 | $9,087-98.3% | $6,913-97.8% | $10,828-98.6% |