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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 | $23,257 | $117,444-80.2% | $99,479-76.6% | $152,909-84.8% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.5%-9.7pp |
| Annual return | 19.81% | 31.87%-12.1pp | 30.72%-10.9pp | 345.46%-325.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $292 | $7,635-96.2% | $6,253-95.3% | $11,601-97.5% |