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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 | $27,350 | $76,368-64.2% | $67,681-59.6% | $154,746-82.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 12.93% | 1066.77%-1053.8pp | 590.58%-577.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $171 | $3,151-94.6% | $2,678-93.6% | $4,379-96.1% |
| Participant deferral / active EE | $767 | $4,824-84.1% | $3,976-80.7% | $6,730-88.6% |
| Admin fee / account holder | $207 | $8,559-97.6% | $6,100-96.6% | $14,365-98.6% |