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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 | $57,979 | $99,345-41.6% | $84,753-31.6% | $273,972-78.8% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 3.91% | 22.93%-19.0pp | 22.78%-18.9pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $92 | $6,645-98.6% | $5,333-98.3% | $10,133-99.1% |