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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 | $49,541 | $171,492-71.1% | $150,734-67.1% | $198,609-75.1% |
| Participation rate | 88.9% | 81.4%+7.5pp | 78.4%+10.4pp | 82.4%+6.5pp |
| Annual return | 16.86% | 804.70%-787.8pp | 600.81%-583.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $755 | $5,470-86.2% | $4,918-84.7% | $5,055-85.1% |
| Participant deferral / active EE | $897 | $6,259-85.7% | $5,610-84.0% | $6,977-87.1% |
| Admin fee / account holder | $94 | $17,628-99.5% | $14,905-99.4% | $19,030-99.5% |