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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 | $18,984 | $107,733-82.4% | $92,985-79.6% | $154,746-87.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.11% | 30.39%-11.3pp | 27.99%-8.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $29 | $3,126-99.1% | $2,662-98.9% | $4,379-99.3% |
| Participant deferral / active EE | $29 | $5,053-99.4% | $4,377-99.3% | $6,730-99.6% |
| Admin fee / account holder | $77 | $11,369-99.3% | $9,463-99.2% | $14,365-99.5% |