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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 | $12,375 | $87,166-85.8% | $76,735-83.9% | $137,256-91.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.41% | 26.50%-7.1pp | 29.77%-10.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $193 | $2,904-93.3% | $2,454-92.1% | $4,156-95.3% |
| Participant deferral / active EE | $193 | $4,726-95.9% | $4,088-95.3% | $6,407-97.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |