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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 | $12,476 | $64,311-80.6% | $57,356-78.2% | $125,389-90.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.18% | 25.14%-23.0pp | 24.41%-22.2pp | 282.24%-280.1pp |
| Employer contribution / active EE | $236 | $3,193-92.6% | $2,689-91.2% | $4,866-95.2% |
| Participant deferral / active EE | $239 | $3,846-93.8% | $3,162-92.5% | $5,352-95.5% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |