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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 | $29,175 | $201,370-85.5% | $184,256-84.2% | $145,897-80.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 10.10% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $845 | $7,024-88.0% | $6,427-86.8% | $4,663-81.9% |
| Participant deferral / active EE | $2,474 | $9,808-74.8% | $9,133-72.9% | $6,689-63.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |