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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 | $59,341 | $175,600-66.2% | $129,110-54.0% | $134,509-55.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | 1.52% | -11.39%+12.9pp | -10.94%+12.5pp | 418.13%-416.6pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6 | $23,567-100.0% | $14,302-100.0% | $11,427-99.9% |