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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 | $5,389 | $102,938-94.8% | $94,105-94.3% | $138,895-96.1% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | 18.73% | 250.28%-231.5pp | 204.55%-185.8pp | 145.39%-126.7pp |
| Employer contribution / active EE | $50 | $2,732-98.2% | $2,504-98.0% | $4,194-98.8% |
| Participant deferral / active EE | $60 | $4,196-98.6% | $3,881-98.5% | $6,396-99.1% |
| Admin fee / account holder | $13 | $6,600-99.8% | $6,199-99.8% | $12,562-99.9% |