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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 | $21,119 | $110,379-80.9% | $102,412-79.4% | $145,884-85.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $470 | $4,216-88.9% | $3,870-87.9% | $4,662-89.9% |
| Participant deferral / active EE | $635 | $5,622-88.7% | $5,060-87.5% | $6,690-90.5% |
| Admin fee / account holder | $12 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |