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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 | $56,460 | $124,425-54.6% | $112,040-49.6% | $137,256-58.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 13.17% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $961 | $5,718-83.2% | $5,098-81.1% | $6,407-85.0% |
| Admin fee / account holder | $54 | $15,207-99.6% | $12,098-99.6% | $12,270-99.6% |