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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 | $71,072 | $211,946-66.5% | $169,452-58.1% | $135,379-47.5% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.06% | 3.26%-8.3pp | 1.83%-6.9pp | 519.79%-524.8pp |
| Employer contribution / active EE | $357 | $5,117-93.0% | $4,157-91.4% | $4,779-92.5% |
| Participant deferral / active EE | $714 | $6,075-88.3% | $5,277-86.5% | $5,609-87.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |