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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 | $30,457 | $135,956-77.6% | $123,894-75.4% | $273,970-88.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.51% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $275 | $5,170-94.7% | $4,617-94.0% | $4,869-94.4% |
| Participant deferral / active EE | $1,779 | $6,343-72.0% | $5,984-70.3% | $5,287-66.4% |
| Admin fee / account holder | $164 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |