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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 | $67,165 | $135,956-50.6% | $123,894-45.8% | $273,972-75.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.46% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $279 | $5,170-94.6% | $4,617-94.0% | $4,869-94.3% |
| Participant deferral / active EE | $279 | $6,343-95.6% | $5,984-95.3% | $5,287-94.7% |
| Admin fee / account holder | $197 | $9,817-98.0% | $8,357-97.6% | $10,133-98.1% |