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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 | $87,160 | $167,504-48.0% | $151,628-42.5% | $134,509-35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.89% | 7.81%-27.7pp | 3.34%-23.2pp | 418.13%-438.0pp |
| Employer contribution / active EE | $1,214 | $6,828-82.2% | $6,165-80.3% | $4,741-74.4% |
| Participant deferral / active EE | $300 | $8,985-96.7% | $8,363-96.4% | $6,400-95.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |