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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 | $44,629 | $87,834-49.2% | $133,975-66.7% | $62,881-29.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.29%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $648 | $3,482-81.4% | $5,211-87.6% | $2,281-71.6% |
| Participant deferral / active EE | $1,295 | $4,812-73.1% | $6,282-79.4% | $3,203-59.6% |
| Admin fee / account holder | $8 | $5,372-99.9% | $9,324-99.9% | $4,296-99.8% |