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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 | $27,807 | $135,956-79.5% | $123,894-77.6% | $273,972-89.9% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.18% | 56.63%-48.5pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $260 | $5,170-95.0% | $4,617-94.4% | $4,869-94.7% |
| Participant deferral / active EE | $260 | $6,343-95.9% | $5,984-95.7% | $5,287-95.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |