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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 | $11,904 | $111,814-89.4% | $103,374-88.5% | $145,959-91.8% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 24.77% | 24.77%0pp | 24.89%-0.1pp | 561.95%-537.2pp |
| Employer contribution / active EE | $806 | $4,214-80.9% | $3,869-79.2% | $4,661-82.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $248 | $9,754-97.5% | $8,394-97.0% | $13,398-98.1% |