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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 | $36,649 | $157,304-76.7% | $141,197-74.0% | $152,909-76.0% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 24.91% | 64.34%-39.4pp | 71.41%-46.5pp | 345.46%-320.6pp |
| Employer contribution / active EE | $232 | $5,263-95.6% | $4,736-95.1% | $4,764-95.1% |
| Participant deferral / active EE | $176 | $7,111-97.5% | $6,710-97.4% | $5,851-97.0% |
| Admin fee / account holder | $57 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |