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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 | $35,017 | $87,546-60.0% | $75,784-53.8% | $125,389-72.1% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -0.70% | 13.49%-14.2pp | 9.68%-10.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $95 | $3,930-97.6% | $3,323-97.1% | $4,866-98.1% |
| Participant deferral / active EE | $759 | $4,230-82.0% | $3,652-79.2% | $5,352-85.8% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |