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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 | $20,389 | $105,861-80.7% | $90,756-77.5% | $134,509-84.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -16.06% | -10.99%-5.1pp | -12.16%-3.9pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $310 | $5,217-94.0% | $4,565-93.2% | $6,400-95.1% |
| Admin fee / account holder | $17 | $13,938-99.9% | $8,445-99.8% | $11,427-99.8% |