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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 | $21,227 | $56,287-62.3% | $80,977-73.8% | $62,881-66.2% |
| Participation rate | 71.4% | 68.9%+2.5pp | 75.8%-4.4pp | 69.3%+2.1pp |
| Annual return | 11.40% | 22.13%-10.7pp | 17.11%-5.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |