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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 | $67,553 | $131,835-48.8% | $108,582-37.8% | $273,972-75.3% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 5.01% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $678 | $4,913-86.2% | $3,758-82.0% | $4,869-86.1% |
| Participant deferral / active EE | $1,215 | $5,127-76.3% | $4,311-71.8% | $5,287-77.0% |
| Admin fee / account holder | $3 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |