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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 | $129,737-61.8% | $119,126-58.4% | $154,746-68.0% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 16.86% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $755 | $4,375-82.7% | $4,034-81.3% | $4,379-82.8% |
| Participant deferral / active EE | $897 | $5,842-84.6% | $5,318-83.1% | $6,730-86.7% |
| Admin fee / account holder | $94 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |