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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 | $110,379-89.2% | $102,412-88.4% | $145,884-91.8% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 24.77% | 24.84%-0.1pp | 24.94%-0.2pp | 551.85%-527.1pp |
| Employer contribution / active EE | $806 | $4,216-80.9% | $3,870-79.2% | $4,662-82.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $248 | $9,745-97.5% | $8,388-97.0% | $13,392-98.1% |