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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 | $18,600 | $110,410-83.2% | $102,437-81.8% | $145,897-87.3% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 10.43% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,511 | $5,622-73.1% | $5,060-70.1% | $6,689-77.4% |
| Admin fee / account holder | $253 | $9,745-97.4% | $8,388-97.0% | $13,390-98.1% |