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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 | $21,044 | $183,592-88.5% | $155,574-86.5% | $145,877-85.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.26% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $798 | $5,317-85.0% | $4,676-82.9% | $4,663-82.9% |
| Participant deferral / active EE | $1,320 | $6,466-79.6% | $5,629-76.6% | $6,691-80.3% |
| Admin fee / account holder | $155 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |