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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 | $42,433 | $62,583-32.2% | $76,767-44.7% | $64,173-33.9% |
| Participation rate | 77.4% | 72.8%+4.5pp | 77.0%+0.4pp | 69.6%+7.8pp |
| Annual return | 12.59% | -1.95%+14.5pp | 2.43%+10.2pp | 7.63%+5.0pp |
| Employer contribution / active EE | $32 | $1,832-98.3% | $2,485-98.7% | $2,381-98.7% |
| Participant deferral / active EE | $1,150 | $3,145-63.4% | $3,852-70.1% | $3,470-66.8% |
| Admin fee / account holder | $169 | $4,667-96.4% | $6,675-97.5% | $4,887-96.5% |