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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 | $51,919 | $87,166-40.4% | $76,735-32.3% | $137,256-62.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 13.83% | 26.50%-12.7pp | 29.77%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $60 | $2,904-97.9% | $2,454-97.5% | $4,156-98.5% |
| Participant deferral / active EE | $131 | $4,726-97.2% | $4,088-96.8% | $6,407-98.0% |
| Admin fee / account holder | $150 | $8,403-98.2% | $7,189-97.9% | $12,270-98.8% |