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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 | $27,313 | $73,978-63.1% | $96,515-71.7% | $75,173-63.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 141.15% | 26.72%+114.4pp | 35.73%+105.4pp | 160.72%-19.6pp |
| Employer contribution / active EE | $531 | $2,931-81.9% | $3,740-85.8% | $2,671-80.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $220 | $5,219-95.8% | $6,735-96.7% | $5,651-96.1% |