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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 | $23,280 | $76,312-69.5% | $67,221-65.4% | $158,982-85.4% |
| Participation rate | 90.0% | 84.3%+5.7pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 18.70% | 22.77%-4.1pp | 20.72%-2.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $1,019 | $4,476-77.2% | $3,723-72.6% | $4,763-78.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8 | $8,005-99.9% | $5,844-99.9% | $11,252-99.9% |