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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 | $58,317 | $153,769-62.1% | $133,975-56.5% | $273,972-78.7% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 3.51% | 36.51%-33.0pp | 29.29%-25.8pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,067 | $6,029-82.3% | $5,211-79.5% | $4,869-78.1% |
| Participant deferral / active EE | $1,587 | $6,958-77.2% | $6,282-74.7% | $5,287-70.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |