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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 | $20,290 | $88,707-77.1% | $74,184-72.6% | $273,972-92.6% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.80% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.7pp |
| Employer contribution / active EE | $196 | $3,159-93.8% | $2,370-91.7% | $4,869-96.0% |
| Participant deferral / active EE | $1,106 | $4,212-73.8% | $3,550-68.9% | $5,287-79.1% |
| Admin fee / account holder | $47 | $8,717-99.5% | $5,586-99.2% | $10,133-99.5% |