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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 | $43,742 | $148,629-70.6% | $135,982-67.8% | $139,487-68.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.68% | 79.33%-55.7pp | 68.32%-44.6pp | 373.84%-350.2pp |
| Employer contribution / active EE | $949 | $5,247-81.9% | $4,859-80.5% | $4,755-80.1% |
| Participant deferral / active EE | $2,396 | $8,102-70.4% | $7,760-69.1% | $6,713-64.3% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |