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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 | $177,156-78.8% | $147,027-74.4% | $154,746-75.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 22.25% | 21.94%+0.3pp | 20.23%+2.0pp | 172.34%-150.1pp |
| Employer contribution / active EE | $650 | $4,336-85.0% | $3,626-82.1% | $4,379-85.2% |
| Participant deferral / active EE | $867 | $5,797-85.0% | $4,933-82.4% | $6,730-87.1% |
| Admin fee / account holder | $172 | $14,904-98.8% | $12,223-98.6% | $14,365-98.8% |