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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 | $16,219 | $107,806-85.0% | $90,655-82.1% | $135,382-88.0% |
| Participation rate | 72.2% | 78.0%-5.8pp | 74.0%-1.8pp | 82.6%-10.4pp |
| Annual return | -5.86% | -0.90%-5.0pp | 1.89%-7.7pp | 519.77%-525.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |