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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 | $29,739 | $185,883-84.0% | $170,043-82.5% | $139,466-78.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 30.53% | 60.54%-30.0pp | 53.40%-22.9pp | 373.66%-343.1pp |
| Employer contribution / active EE | $932 | $7,596-87.7% | $6,790-86.3% | $4,754-80.4% |
| Participant deferral / active EE | $2,816 | $11,626-75.8% | $10,410-72.9% | $6,712-58.0% |
| Admin fee / account holder | $31 | $15,393-99.8% | $12,824-99.8% | $11,409-99.7% |