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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 | $80,822 | $103,392-21.8% | $87,104-7.2% | $152,897-47.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 15.55% | 28.10%-12.5pp | 28.19%-12.6pp | 345.43%-329.9pp |
| Employer contribution / active EE | $599 | $3,221-81.4% | $2,521-76.3% | $4,764-87.4% |
| Participant deferral / active EE | $976 | $4,778-79.6% | $4,048-75.9% | $5,851-83.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |