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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 | $51,153 | $105,856-51.7% | $90,161-43.3% | $147,586-65.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.98% | 37.63%-23.6pp | 34.89%-20.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,455 | $5,733-74.6% | $5,287-72.5% | $5,439-73.2% |
| Admin fee / account holder | $143 | $8,046-98.2% | $5,943-97.6% | $10,886-98.7% |