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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 | $29,867 | $135,956-78.0% | $123,894-75.9% | $273,972-89.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.28% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $577 | $5,170-88.8% | $4,617-87.5% | $4,869-88.1% |
| Participant deferral / active EE | $684 | $6,343-89.2% | $5,984-88.6% | $5,287-87.1% |
| Admin fee / account holder | $259 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |