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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 | $160,503 | $167,353-4.1% | $143,797+11.6% | $134,545+19.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.60% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $636 | $5,620-88.7% | $4,952-87.2% | $4,742-86.6% |
| Participant deferral / active EE | $673 | $6,447-89.6% | $5,638-88.1% | $6,401-89.5% |
| Admin fee / account holder | $2 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |