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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 | $10,103 | $29,319-65.5% | $52,425-80.7% | $82,448-87.7% |
| Participation rate | 89.6% | 46.9%+42.7pp | 55.6%+34.0pp | 68.1%+21.5pp |
| Annual return | 15.12% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $187 | $1,171-84.0% | $1,790-89.5% | $4,139-95.5% |
| Admin fee / account holder | $220 | $1,962-88.8% | $2,495-91.2% | $7,234-97.0% |