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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 | $32,980 | $64,311-48.7% | $57,356-42.5% | $125,389-73.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 83.2%-3.2pp |
| Annual return | 23.53% | 25.14%-1.6pp | 24.41%-0.9pp | 282.24%-258.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $17 | $3,846-99.6% | $3,162-99.5% | $5,352-99.7% |
| Admin fee / account holder | $123 | $5,243-97.6% | $3,357-96.3% | $9,541-98.7% |