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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 | $71,588 | $135,905-47.3% | $126,068-43.2% | $198,609-64.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 17.99% | 14.07%+3.9pp | 15.01%+3.0pp | 202.70%-184.7pp |
| Employer contribution / active EE | $789 | $4,245-81.4% | $3,968-80.1% | $5,055-84.4% |
| Participant deferral / active EE | $3,008 | $8,523-64.7% | $8,214-63.4% | $6,977-56.9% |
| Admin fee / account holder | $156 | $21,036-99.3% | $18,264-99.1% | $19,030-99.2% |