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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 | $178,174-64.9% | $156,181-59.9% | $137,256-54.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 14.61% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,836 | $6,888-73.3% | $6,132-70.1% | $6,407-71.3% |
| Admin fee / account holder | $70 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |