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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 | $29,963 | $172,111-82.6% | $150,298-80.1% | $137,256-78.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 14.59% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $973 | $6,166-84.2% | $5,453-82.2% | $6,407-84.8% |
| Admin fee / account holder | $224 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |