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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 | $11,718 | $198,814-94.1% | $198,814-94.1% | $289,147-95.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | 4.01% | 15.34%-11.3pp | 12.03%-8.0pp | 12.61%-8.6pp |
| Employer contribution / active EE | $0 | $13,041-100.0% | $13,041-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $0 | $5,545-100.0% | $5,545-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $10,102-100.0% | $10,102-100.0% | $23,026-100.0% |