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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 | $16,208 | $111,535-85.5% | $105,223-84.6% | $137,256-88.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.32% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $426 | $3,939-89.2% | $3,689-88.5% | $4,156-89.8% |
| Participant deferral / active EE | $696 | $5,500-87.3% | $5,072-86.3% | $6,407-89.1% |
| Admin fee / account holder | $77 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |