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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 | $48,277-67.0% | $67,511-76.4% | $80,874-80.3% |
| Participation rate | 89.1% | 66.4%+22.7pp | 72.9%+16.2pp | 67.6%+21.4pp |
| Annual return | 13.45% | 18.27%-4.8pp | 3517.41%-3504.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $307 | $2,021-84.8% | $2,733-88.8% | $2,756-88.9% |
| Participant deferral / active EE | $486 | $2,926-83.4% | $4,000-87.8% | $4,297-88.7% |
| Admin fee / account holder | $228 | $3,687-93.8% | $3,999-94.3% | $6,935-96.7% |