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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 | $78,759 | $47,848+64.6% | $81,473-3.3% | $70,126+12.3% |
| Participation rate | 76.4% | 58.3%+18.1pp | 68.0%+8.4pp | 69.5%+6.8pp |
| Annual return | 19.37% | 27.25%-7.9pp | 38.78%-19.4pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1 | $1,527-99.9% | $2,568-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $426 | $2,453-82.7% | $3,537-88.0% | $3,332-87.2% |
| Admin fee / account holder | $2 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |