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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 | $18,442 | $174,379-89.4% | $152,093-87.9% | $138,895-86.7% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 15.36% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $665 | $4,652-85.7% | $4,175-84.1% | $4,194-84.1% |
| Participant deferral / active EE | $1,305 | $6,159-78.8% | $5,451-76.1% | $6,396-79.6% |
| Admin fee / account holder | $128 | $16,880-99.2% | $14,497-99.1% | $12,562-99.0% |