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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 | $23,519 | $64,716-63.7% | $112,258-79.0% | $68,495-65.7% |
| Participation rate | 94.3% | 67.2%+27.2pp | 75.1%+19.3pp | 67.9%+26.4pp |
| Annual return | 5.80% | -11.40%+17.2pp | 27.47%-21.7pp | -7.84%+13.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |