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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 | $25,690 | $57,352-55.2% | $83,831-69.4% | $64,173-60.0% |
| Participation rate | 76.5% | 68.6%+7.9pp | 76.1%+0.3pp | 69.6%+6.9pp |
| Annual return | -6.01% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $116 | $2,546-95.4% | $3,631-96.8% | $2,381-95.1% |
| Participant deferral / active EE | $773 | $2,993-74.2% | $4,082-81.1% | $3,470-77.7% |
| Admin fee / account holder | $137 | $4,046-96.6% | $5,479-97.5% | $4,887-97.2% |