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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 | $110,410-89.2% | $102,437-88.4% | $145,897-91.8% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 24.77% | 24.85%-0.1pp | 24.95%-0.2pp | 552.29%-527.5pp |
| Employer contribution / active EE | $806 | $4,217-80.9% | $3,871-79.2% | $4,663-82.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $248 | $9,745-97.5% | $8,388-97.0% | $13,390-98.1% |