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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 | $34,585 | $53,774-35.7% | $134,162-74.2% | $79,856-56.7% |
| Participation rate | 86.4% | 58.8%+27.6pp | 72.2%+14.2pp | 69.6%+16.7pp |
| Annual return | 32.02% | 19.01%+13.0pp | 36.35%-4.3pp | 31.71%+0.3pp |
| Employer contribution / active EE | $43 | $1,322-96.7% | $3,705-98.8% | $2,471-98.3% |
| Participant deferral / active EE | $150 | $2,420-93.8% | $3,500-95.7% | $3,741-96.0% |
| Admin fee / account holder | $1 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |