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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 | $39,044 | $82,324-52.6% | $68,803-43.3% | $134,545-71.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.5pp |
| Annual return | 0.00% | -2.17%+2.2pp | -6.37%+6.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $152 | $3,302-95.4% | $2,656-94.3% | $4,742-96.8% |
| Participant deferral / active EE | $722 | $4,740-84.8% | $3,942-81.7% | $6,401-88.7% |
| Admin fee / account holder | $31 | $6,485-99.5% | $4,936-99.4% | $11,431-99.7% |