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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 | $43,419 | $197,603-78.0% | $177,827-75.6% | $158,950-72.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 18.62% | 58.76%-40.1pp | 48.32%-29.7pp | 302.91%-284.3pp |
| Employer contribution / active EE | $973 | $6,698-85.5% | $5,918-83.6% | $4,762-79.6% |
| Participant deferral / active EE | $1,795 | $8,404-78.6% | $7,713-76.7% | $5,983-70.0% |
| Admin fee / account holder | $166 | $15,402-98.9% | $12,429-98.7% | $11,248-98.5% |