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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 | $53,434 | $124,330-57.0% | $109,173-51.1% | $167,536-68.1% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.46% | 26.04%-15.6pp | 25.75%-15.3pp | 478.82%-468.4pp |
| Employer contribution / active EE | $479 | $4,209-88.6% | $3,723-87.1% | $4,839-90.1% |
| Participant deferral / active EE | $838 | $5,256-84.1% | $4,654-82.0% | $6,342-86.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |