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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 | $14,436 | $45,087-68.0% | $69,483-79.2% | $72,976-80.2% |
| Participation rate | 93.9% | 68.5%+25.5pp | 74.6%+19.3pp | 69.5%+24.5pp |
| Annual return | 21.39% | 22.67%-1.3pp | 28.99%-7.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $332 | $2,055-83.9% | $2,780-88.1% | $2,440-86.4% |
| Participant deferral / active EE | $664 | $2,603-74.5% | $3,537-81.2% | $3,608-81.6% |
| Admin fee / account holder | $88 | $3,057-97.1% | $3,841-97.7% | $5,124-98.3% |