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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 | $18,357 | $73,848-75.1% | $143,799-87.2% | $68,486-73.2% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -18.91% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $860 | $3,385-74.6% | $5,638-84.7% | $4,028-78.6% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |