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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 | $27,934 | $157,296-82.2% | $141,191-80.2% | $152,897-81.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.09% | 64.34%-40.2pp | 71.41%-47.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,173 | $7,111-83.5% | $6,710-82.5% | $5,851-79.9% |
| Admin fee / account holder | $55 | $12,125-99.5% | $10,264-99.5% | $11,599-99.5% |