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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 | $23,826 | $82,674-71.2% | $125,381-81.0% | $68,486-65.2% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -2.60% | -5.97%+3.4pp | 572.31%-574.9pp | -7.85%+5.3pp |
| Employer contribution / active EE | $250 | $3,382-92.6% | $4,815-94.8% | $2,597-90.4% |
| Participant deferral / active EE | $588 | $6,111-90.4% | $7,448-92.1% | $4,028-85.4% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |