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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 | $80,747 | $72,269+11.7% | $101,271-20.3% | $79,852+1.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.22% | 22.29%-7.1pp | 46.48%-31.3pp | 31.72%-16.5pp |
| Employer contribution / active EE | $32 | $2,692-98.8% | $3,660-99.1% | $2,471-98.7% |
| Participant deferral / active EE | $741 | $3,282-77.4% | $4,371-83.1% | $3,740-80.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |