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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 | $118,405 | $67,619+75.1% | $54,791+116.1% | $158,982-25.5% |
| Participation rate | 75.0% | 80.6%-5.6pp | 65.0%+10.0pp | 82.0%-7.0pp |
| Annual return | 15.41% | 14.21%+1.2pp | 15.11%+0.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $4,142-100.0% | $3,035-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,369-100.0% | $5,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,252-100.0% |