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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 | $28,734 | $97,881-70.6% | $80,004-64.1% | $125,389-77.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 73.0%+12.7pp | 83.2%+2.5pp |
| Annual return | -0.12% | 9.36%-9.5pp | 7.63%-7.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14 | $6,278-99.8% | $5,033-99.7% | $9,541-99.9% |