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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 | $201,372-60.1% | $184,260-56.3% | $145,884-44.9% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.6pp |
| Annual return | 13.66% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $455 | $7,024-93.5% | $6,427-92.9% | $4,662-90.2% |
| Participant deferral / active EE | $2,908 | $9,808-70.3% | $9,133-68.2% | $6,690-56.5% |
| Admin fee / account holder | $272 | $16,362-98.3% | $13,898-98.0% | $13,392-98.0% |