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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 | $22,607 | $142,361-84.1% | $119,608-81.1% | $134,509-83.2% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.71% | -12.46%-4.3pp | -14.98%-1.7pp | 418.13%-434.8pp |
| Employer contribution / active EE | $650 | $5,224-87.6% | $4,232-84.6% | $4,741-86.3% |
| Participant deferral / active EE | $1,025 | $6,468-84.2% | $5,601-81.7% | $6,400-84.0% |
| Admin fee / account holder | $25 | $13,588-99.8% | $10,326-99.8% | $11,427-99.8% |