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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 | $37,504 | $157,276-76.2% | $141,177-73.4% | $152,885-75.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 26.22% | 64.33%-38.1pp | 71.40%-45.2pp | 345.39%-319.2pp |
| Employer contribution / active EE | $827 | $5,262-84.3% | $4,736-82.5% | $4,763-82.6% |
| Participant deferral / active EE | $889 | $7,110-87.5% | $6,710-86.7% | $5,851-84.8% |
| Admin fee / account holder | $15 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |