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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 | $39,062 | $124,425-68.6% | $112,040-65.1% | $137,256-71.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.77% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $328 | $3,411-90.4% | $2,954-88.9% | $4,156-92.1% |
| Participant deferral / active EE | $1,285 | $5,718-77.5% | $5,098-74.8% | $6,407-79.9% |
| Admin fee / account holder | $181 | $15,207-98.8% | $12,098-98.5% | $12,270-98.5% |