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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 | $80,436 | $201,344-60.1% | $184,243-56.3% | $145,877-44.9% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 13.66% | 29.01%-15.3pp | 28.82%-15.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $455 | $7,022-93.5% | $6,427-92.9% | $4,663-90.2% |
| Participant deferral / active EE | $2,908 | $9,807-70.3% | $9,132-68.2% | $6,691-56.5% |
| Admin fee / account holder | $272 | $16,382-98.3% | $13,914-98.0% | $13,402-98.0% |