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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 | $34,839 | $176,105-80.2% | $159,474-78.2% | $167,536-79.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.76% | 331.91%-314.1pp | 263.68%-245.9pp | 478.82%-461.1pp |
| Employer contribution / active EE | $313 | $5,299-94.1% | $4,831-93.5% | $4,839-93.5% |
| Participant deferral / active EE | $1,673 | $7,751-78.4% | $7,353-77.2% | $6,342-73.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |