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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 | $36,948-72.7% | $73,658-86.3% | $87,485-88.5% |
| Participation rate | 89.6% | 46.8%+42.8pp | 57.0%+32.5pp | 68.9%+20.7pp |
| Annual return | 15.12% | 28.64%-13.5pp | 29.72%-14.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $187 | $1,379-86.4% | $2,062-90.9% | $4,274-95.6% |
| Admin fee / account holder | $220 | $2,531-91.3% | $3,357-93.4% | $7,775-97.2% |