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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 | $86,938-2.7% | $102,423-17.4% | $80,925+4.5% |
| Participation rate | 95.9% | 72.4%+23.6pp | 76.5%+19.4pp | 67.7%+28.3pp |
| Annual return | 65.32% | 18.89%+46.4pp | 29.42%+35.9pp | 35.65%+29.7pp |
| Employer contribution / active EE | $135 | $2,369-94.3% | $3,023-95.5% | $2,756-95.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $39 | $8,053-99.5% | $9,455-99.6% | $6,940-99.4% |