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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 | $65,315 | $181,896-64.1% | $156,551-58.3% | $273,972-76.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 14.20% | 30.74%-16.5pp | 32.23%-18.0pp | 41.46%-27.3pp |
| Employer contribution / active EE | $655 | $6,248-89.5% | $5,501-88.1% | $4,869-86.5% |
| Participant deferral / active EE | $1,238 | $5,550-77.7% | $4,871-74.6% | $5,287-76.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |