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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 | $40,485 | $117,895-65.7% | $102,460-60.5% | $145,897-72.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.04% | 31.92%-10.9pp | 29.47%-8.4pp | 552.29%-531.3pp |
| Employer contribution / active EE | $440 | $3,619-87.8% | $3,025-85.5% | $4,663-90.6% |
| Participant deferral / active EE | $961 | $5,736-83.3% | $5,056-81.0% | $6,689-85.6% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |