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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 | $52,526 | $135,956-61.4% | $123,894-57.6% | $273,972-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.09% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.4pp |
| Employer contribution / active EE | $395 | $5,170-92.4% | $4,617-91.5% | $4,869-91.9% |
| Participant deferral / active EE | $466 | $6,343-92.7% | $5,984-92.2% | $5,287-91.2% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |