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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 | $15,951 | $48,337-67.0% | $67,560-76.4% | $80,959-80.3% |
| Participation rate | 89.1% | 66.4%+22.7pp | 72.9%+16.2pp | 67.7%+21.4pp |
| Annual return | 13.45% | 18.26%-4.8pp | 3533.50%-3520.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $307 | $2,023-84.8% | $2,737-88.8% | $2,757-88.9% |
| Participant deferral / active EE | $486 | $2,928-83.4% | $4,004-87.9% | $4,300-88.7% |
| Admin fee / account holder | $228 | $3,695-93.8% | $3,994-94.3% | $6,925-96.7% |