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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 | $12,308 | $43,338-71.6% | $59,887-79.4% | $64,173-80.8% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 11.27% | -1.55%+12.8pp | 3.46%+7.8pp | 7.63%+3.6pp |
| Employer contribution / active EE | $271 | $2,030-86.6% | $2,722-90.0% | $2,381-88.6% |
| Participant deferral / active EE | $585 | $2,547-77.0% | $3,402-82.8% | $3,470-83.1% |
| Admin fee / account holder | $36 | $3,007-98.8% | $3,591-99.0% | $4,887-99.3% |