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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 | $9,586 | $110,248-91.3% | $95,728-90.0% | $139,456-93.1% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 0.00% | 27.16%-27.2pp | 28.40%-28.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $278 | $3,258-91.5% | $2,835-90.2% | $4,753-94.1% |
| Participant deferral / active EE | $494 | $4,675-89.4% | $4,245-88.4% | $6,711-92.6% |
| Admin fee / account holder | $174 | $6,607-97.4% | $5,673-96.9% | $11,407-98.5% |