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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 | $69,704 | $78,694-11.4% | $67,652+3.0% | $125,389-44.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 4.94% | 9.46%-4.5pp | 6625.40%-6620.5pp | 282.24%-277.3pp |
| Employer contribution / active EE | $148 | $3,044-95.1% | $2,266-93.5% | $4,866-97.0% |
| Participant deferral / active EE | $632 | $4,292-85.3% | $3,560-82.2% | $5,352-88.2% |
| Admin fee / account holder | $5 | $7,403-99.9% | $4,821-99.9% | $9,541-99.9% |