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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 | $84,557 | $86,949-2.8% | $102,460-17.5% | $80,959+4.4% |
| Participation rate | 95.9% | 72.4%+23.6pp | 76.5%+19.4pp | 67.7%+28.3pp |
| Annual return | 65.32% | 18.89%+46.4pp | 29.47%+35.9pp | 35.67%+29.7pp |
| Employer contribution / active EE | $135 | $2,370-94.3% | $3,025-95.5% | $2,757-95.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $39 | $8,048-99.5% | $9,460-99.6% | $6,925-99.4% |