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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 | $199,109-68.6% | $173,730-64.0% | $154,746-59.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 14.61% | 20.02%-5.4pp | 19.96%-5.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,836 | $7,113-74.2% | $6,326-71.0% | $6,730-72.7% |
| Admin fee / account holder | $70 | $20,916-99.7% | $17,523-99.6% | $14,365-99.5% |