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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 | $30,390 | $50,082-39.3% | $93,419-67.5% | $79,852-61.9% |
| Participation rate | 87.0% | 60.9%+26.1pp | 66.8%+20.2pp | 69.6%+17.4pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $145 | $1,303-88.9% | $2,075-93.0% | $2,471-94.1% |
| Participant deferral / active EE | $635 | $2,212-71.3% | $3,126-79.7% | $3,740-83.0% |
| Admin fee / account holder | $1 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |