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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 | $24,013 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $673 | $5,170-87.0% | $4,617-85.4% | $4,869-86.2% |
| Participant deferral / active EE | $701 | $6,343-88.9% | $5,984-88.3% | $5,287-86.7% |
| Admin fee / account holder | $134 | $9,817-98.6% | $8,357-98.4% | $10,133-98.7% |