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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 | $8,569 | $114,013-92.5% | $103,693-91.7% | $155,188-94.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 15.13% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $827 | $4,970-83.4% | $4,579-82.0% | $6,531-87.3% |
| Admin fee / account holder | $75 | $8,407-99.1% | $7,858-99.0% | $14,480-99.5% |