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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 | $28,053 | $152,612-81.6% | $125,192-77.6% | $152,897-81.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 22.24% | 54.85%-32.6pp | 43.79%-21.6pp | 345.43%-323.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,717 | $5,868-70.7% | $4,937-65.2% | $5,851-70.7% |
| Admin fee / account holder | $205 | $13,437-98.5% | $9,704-97.9% | $11,599-98.2% |