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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 | $125,586 | $136,307-7.9% | $106,619+17.8% | $273,972-54.2% |
| Participation rate | 71.4% | 84.8%-13.3pp | 78.0%-6.6pp | 83.0%-11.6pp |
| Annual return | 2.23% | 11.05%-8.8pp | 9.42%-7.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $769 | $5,190-85.2% | $3,947-80.5% | $4,869-84.2% |
| Participant deferral / active EE | $769 | $4,969-84.5% | $3,930-80.4% | $5,287-85.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |