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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 | $49,698 | $176,786-71.9% | $146,643-66.1% | $167,536-70.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 14.41% | 24.04%-9.6pp | 22.75%-8.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,794 | $6,440-72.1% | $5,506-67.4% | $6,342-71.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |