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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 | $128,260 | $181,896-29.5% | $156,551-18.1% | $273,972-53.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 7.74% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $736 | $6,248-88.2% | $5,501-86.6% | $4,869-84.9% |
| Participant deferral / active EE | $1,375 | $5,550-75.2% | $4,871-71.8% | $5,287-74.0% |
| Admin fee / account holder | $103 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |