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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 | $34,335 | $65,685-47.7% | $57,181-40.0% | $273,965-87.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.42% | 21.99%-10.6pp | 14.59%-3.2pp | 41.45%-30.0pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $522 | $3,781-86.2% | $3,096-83.2% | $5,287-90.1% |
| Admin fee / account holder | $13 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |