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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 | $76,102 | $63,082+20.6% | $81,716-6.9% | $79,852-4.7% |
| Participation rate | 98.0% | 67.5%+30.5pp | 72.0%+26.0pp | 69.6%+28.4pp |
| Annual return | 10.77% | 22.66%-11.9pp | 29.49%-18.7pp | 31.72%-20.9pp |
| Employer contribution / active EE | $293 | $1,795-83.7% | $4,310-93.2% | $2,471-88.1% |
| Participant deferral / active EE | $561 | $2,780-79.8% | $7,108-92.1% | $3,740-85.0% |
| Admin fee / account holder | $40 | $4,428-99.1% | $5,159-99.2% | $5,306-99.3% |