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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 | $144,879 | $227,399-36.3% | $189,758-23.7% | $198,609-27.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 17.08% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,079 | $5,526-80.5% | $4,767-77.4% | $5,055-78.7% |
| Participant deferral / active EE | $1,951 | $6,837-71.5% | $5,856-66.7% | $6,977-72.0% |
| Admin fee / account holder | $114 | $25,162-99.5% | $20,388-99.4% | $19,030-99.4% |