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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 | $62,579 | $254,759-75.4% | $216,567-71.1% | $198,609-68.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 81.6%+8.4pp | 82.4%+7.6pp |
| Annual return | 14.61% | 10.04%+4.6pp | 12.94%+1.7pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,836 | $6,948-73.6% | $6,191-70.3% | $6,977-73.7% |
| Admin fee / account holder | $70 | $26,311-99.7% | $21,981-99.7% | $19,030-99.6% |