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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 | $60,264 | $72,492-16.9% | $87,104-30.8% | $72,975-17.4% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $262 | $1,894-86.2% | $2,521-89.6% | $2,440-89.3% |
| Participant deferral / active EE | $1,276 | $3,270-61.0% | $4,048-68.5% | $3,608-64.6% |
| Admin fee / account holder | $29 | $5,055-99.4% | $7,491-99.6% | $5,124-99.4% |