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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 | $55,938 | $117,846-52.5% | $102,434-45.4% | $145,884-61.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 31.90%-17.1pp | 29.46%-14.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $205 | $3,615-94.3% | $3,023-93.2% | $4,662-95.6% |
| Participant deferral / active EE | $475 | $5,733-91.7% | $5,055-90.6% | $6,690-92.9% |
| Admin fee / account holder | $41 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |