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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 | $72,864 | $65,704+10.9% | $94,229-22.7% | $59,633+22.2% |
| Participation rate | 88.5% | 72.1%+16.3pp | 78.8%+9.7pp | 68.7%+19.8pp |
| Annual return | 4.12% | 5.22%-1.1pp | 10.68%-6.6pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $261 | $2,021-87.1% | $3,587-92.7% | $2,203-88.1% |
| Participant deferral / active EE | $1,067 | $3,143-66.1% | $4,320-75.3% | $3,192-66.6% |
| Admin fee / account holder | $102 | $4,265-97.6% | $6,269-98.4% | $4,297-97.6% |