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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 | $44,923 | $63,365-29.1% | $91,994-51.2% | $72,975-38.4% |
| Participation rate | 76.2% | 72.5%+3.7pp | 78.6%-2.4pp | 69.5%+6.7pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $533 | $4,883-89.1% | $5,924-91.0% | $3,608-85.2% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |