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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 | $12,593 | $110,410-88.6% | $102,437-87.7% | $145,897-91.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.60% | 24.85%-12.3pp | 24.95%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $418 | $4,217-90.1% | $3,871-89.2% | $4,663-91.0% |
| Participant deferral / active EE | $683 | $5,622-87.9% | $5,060-86.5% | $6,689-89.8% |
| Admin fee / account holder | $62 | $9,745-99.4% | $8,388-99.3% | $13,390-99.5% |