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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 | $101,618-94.7% | $93,063-94.2% | $137,256-96.1% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 18.73% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $50 | $2,707-98.2% | $2,476-98.0% | $4,156-98.8% |
| Participant deferral / active EE | $60 | $4,279-98.6% | $3,958-98.5% | $6,407-99.1% |
| Admin fee / account holder | $13 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |