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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 | $138,312-71.8% | $122,979-68.2% | $155,188-74.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.77% | 22.06%-10.3pp | 20.12%-8.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $328 | $3,530-90.7% | $3,062-89.3% | $4,248-92.3% |
| Participant deferral / active EE | $1,285 | $5,592-77.0% | $5,003-74.3% | $6,531-80.3% |
| Admin fee / account holder | $181 | $15,089-98.8% | $12,864-98.6% | $14,480-98.7% |