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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 | $105,268 | $110,212-4.5% | $96,534+9.0% | $139,466-24.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 12.68% | 26.42%-13.7pp | 25.88%-13.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $526 | $3,620-85.5% | $2,965-82.3% | $4,754-88.9% |
| Participant deferral / active EE | $530 | $5,547-90.4% | $4,851-89.1% | $6,712-92.1% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |