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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 | $41,510 | $181,896-77.2% | $156,551-73.5% | $273,972-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.43% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $839 | $6,248-86.6% | $5,501-84.8% | $4,869-82.8% |
| Participant deferral / active EE | $195 | $5,550-96.5% | $4,871-96.0% | $5,287-96.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |