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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 | $44,724 | $125,797-64.4% | $170,043-73.7% | $75,173-40.5% |
| Participation rate | 70.6% | 83.6%-13.0pp | 87.0%-16.4pp | 67.2%+3.4pp |
| Annual return | 20.69% | 27.20%-6.5pp | 53.40%-32.7pp | 160.72%-140.0pp |
| Employer contribution / active EE | $940 | $4,616-79.6% | $6,790-86.2% | $2,671-64.8% |
| Participant deferral / active EE | $2,658 | $6,838-61.1% | $10,410-74.5% | $4,126-35.6% |
| Admin fee / account holder | $226 | $8,177-97.2% | $12,824-98.2% | $5,651-96.0% |