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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 | $37,574 | $161,352-76.7% | $134,172-72.0% | $137,256-72.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 22.25% | 28.72%-6.5pp | 25.30%-3.0pp | 220.34%-198.1pp |
| Employer contribution / active EE | $650 | $4,099-84.1% | $3,420-81.0% | $4,156-84.4% |
| Participant deferral / active EE | $867 | $5,552-84.4% | $4,690-81.5% | $6,407-86.5% |
| Admin fee / account holder | $172 | $15,028-98.9% | $12,016-98.6% | $12,270-98.6% |