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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 | $57,007 | $57,352-0.6% | $83,831-32.0% | $64,173-11.2% |
| Participation rate | 91.7% | 68.6%+23.1pp | 76.1%+15.5pp | 69.6%+22.1pp |
| Annual return | -1.45% | 11.38%-12.8pp | 850.99%-852.4pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2 | $2,546-99.9% | $3,631-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $648 | $2,993-78.4% | $4,082-84.1% | $3,470-81.3% |
| Admin fee / account holder | $26 | $4,046-99.3% | $5,479-99.5% | $4,887-99.5% |