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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 | $138,312-59.2% | $122,979-54.1% | $155,188-63.6% |
| Participation rate | 71.4% | 80.2%-8.8pp | 77.2%-5.8pp | 80.8%-9.4pp |
| Annual return | 13.17% | 22.06%-8.9pp | 20.12%-6.9pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $961 | $5,592-82.8% | $5,003-80.8% | $6,531-85.3% |
| Admin fee / account holder | $54 | $15,089-99.6% | $12,864-99.6% | $14,480-99.6% |