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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 | $22,698 | $100,970-77.5% | $96,576-76.5% | $137,256-83.5% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 19.01% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,785 | $8,286-78.5% | $7,956-77.6% | $6,407-72.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |