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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 | $213,785-70.7% | $185,441-66.3% | $155,188-59.7% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 14.61% | 19.97%-5.4pp | 20.16%-5.6pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,836 | $6,864-73.3% | $6,152-70.2% | $6,531-71.9% |
| Admin fee / account holder | $70 | $21,134-99.7% | $17,890-99.6% | $14,480-99.5% |