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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 | $17,022 | $99,345-82.9% | $84,753-79.9% | $273,972-93.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.32% | 22.93%-11.6pp | 22.78%-11.5pp | 41.46%-30.1pp |
| Employer contribution / active EE | $246 | $4,214-94.2% | $3,574-93.1% | $4,869-94.9% |
| Participant deferral / active EE | $282 | $4,270-93.4% | $3,712-92.4% | $5,287-94.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |