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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 | $82,154 | $167,362-50.9% | $143,799-42.9% | $134,532-38.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.79% | 0.47%-17.3pp | -0.04%-16.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $1,022 | $5,620-81.8% | $4,952-79.4% | $4,741-78.4% |
| Participant deferral / active EE | $1,839 | $6,447-71.5% | $5,638-67.4% | $6,401-71.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |