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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 | $111,847 | $82,288+35.9% | $68,794+62.6% | $134,509-16.8% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.0%+23.8pp | 81.2%+11.6pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $209 | $3,301-93.7% | $2,656-92.1% | $4,741-95.6% |
| Participant deferral / active EE | $563 | $4,738-88.1% | $3,941-85.7% | $6,400-91.2% |
| Admin fee / account holder | $23 | $6,482-99.6% | $4,934-99.5% | $11,427-99.8% |