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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 | $21,800 | $103,393-78.9% | $87,103-75.0% | $152,909-85.7% |
| Participation rate | 84.6% | 79.4%+5.3pp | 76.9%+7.7pp | 82.5%+2.2pp |
| Annual return | 18.95% | 28.10%-9.2pp | 28.19%-9.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $173 | $3,221-94.6% | $2,521-93.2% | $4,764-96.4% |
| Participant deferral / active EE | $1,490 | $4,778-68.8% | $4,049-63.2% | $5,851-74.5% |
| Admin fee / account holder | $65 | $12,195-99.5% | $7,491-99.1% | $11,601-99.4% |