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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 | $24,754 | $65,712-62.3% | $57,196-56.7% | $273,972-91.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 4.62% | 22.01%-17.4pp | 14.59%-10.0pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $30 | $3,782-99.2% | $3,096-99.0% | $5,287-99.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |