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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 | $63,549 | $138,385-54.1% | $184,243-65.5% | $80,925-21.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 18.73% | 20.02%-1.3pp | 28.82%-10.1pp | 35.65%-16.9pp |
| Employer contribution / active EE | $86 | $4,851-98.2% | $6,427-98.7% | $2,756-96.9% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $80 | $10,489-99.2% | $13,914-99.4% | $6,940-98.9% |