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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 | $179,009 | $139,948+27.9% | $121,663+47.1% | $154,746+15.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 16.41% | 230.52%-214.1pp | 147.54%-131.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,460 | $5,629-74.1% | $4,887-70.1% | $6,730-78.3% |
| Admin fee / account holder | $87 | $17,321-99.5% | $14,289-99.4% | $14,365-99.4% |