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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 | $37,590 | $165,361-77.3% | $149,715-74.9% | $158,950-76.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 26.53% | 348.24%-321.7pp | 276.66%-250.1pp | 302.91%-276.4pp |
| Employer contribution / active EE | $138 | $5,103-97.3% | $4,645-97.0% | $4,762-97.1% |
| Participant deferral / active EE | $550 | $7,182-92.3% | $6,842-92.0% | $5,983-90.8% |
| Admin fee / account holder | $43 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |