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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 | $73,763 | $212,777-65.3% | $173,703-57.5% | $198,609-62.9% |
| Participation rate | 92.9% | 81.1%+11.8pp | 75.9%+16.9pp | 82.4%+10.5pp |
| Annual return | 17.53% | 18.82%-1.3pp | 17.46%+0.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $961 | $5,214-81.6% | $4,288-77.6% | $5,055-81.0% |
| Participant deferral / active EE | $1,576 | $5,697-72.3% | $4,854-67.5% | $6,977-77.4% |
| Admin fee / account holder | $77 | $19,536-99.6% | $15,562-99.5% | $19,030-99.6% |