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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 | $26,060 | $167,362-84.4% | $143,799-81.9% | $134,532-80.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -10.58% | 0.47%-11.1pp | -0.04%-10.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $921 | $6,447-85.7% | $5,638-83.7% | $6,401-85.6% |
| Admin fee / account holder | $265 | $18,094-98.5% | $14,677-98.2% | $11,429-97.7% |