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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 | $56,731 | $176,786-67.9% | $146,643-61.3% | $167,536-66.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 11.56% | 24.04%-12.5pp | 22.75%-11.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $349 | $5,161-93.2% | $4,137-91.6% | $4,839-92.8% |
| Participant deferral / active EE | $1,500 | $6,440-76.7% | $5,506-72.8% | $6,342-76.3% |
| Admin fee / account holder | $233 | $13,262-98.2% | $10,280-97.7% | $12,315-98.1% |