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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 | $14,902 | $62,592-76.2% | $85,709-82.6% | $85,847-82.6% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.9%+13.5pp | 69.3%+14.0pp |
| Annual return | 18.01% | 23.77%-5.8pp | 21.49%-3.5pp | 318.61%-300.6pp |
| Employer contribution / active EE | $279 | $1,755-84.1% | $2,619-89.4% | $2,565-89.1% |
| Participant deferral / active EE | $767 | $2,802-72.6% | $3,924-80.5% | $3,952-80.6% |
| Admin fee / account holder | $229 | $4,643-95.1% | $6,876-96.7% | $6,261-96.3% |