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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 | $26,601 | $105,856-74.9% | $90,161-70.5% | $147,586-82.0% |
| Participation rate | 73.7% | 79.7%-6.1pp | 76.9%-3.2pp | 82.8%-9.1pp |
| Annual return | 18.72% | 37.63%-18.9pp | 34.89%-16.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $238 | $4,126-94.2% | $3,318-92.8% | $4,876-95.1% |
| Participant deferral / active EE | $1,029 | $5,733-82.0% | $5,287-80.5% | $5,439-81.1% |
| Admin fee / account holder | $46 | $8,046-99.4% | $5,943-99.2% | $10,886-99.6% |