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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 | $37,244 | $64,716-42.5% | $112,258-66.8% | $68,495-45.6% |
| Participation rate | 76.3% | 67.2%+9.1pp | 75.1%+1.2pp | 67.9%+8.4pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $548 | $2,746-80.0% | $3,636-84.9% | $2,596-78.9% |
| Participant deferral / active EE | $1,175 | $3,565-67.0% | $4,728-75.2% | $4,028-70.8% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |