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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 | $33,118 | $140,592-76.4% | $123,106-73.1% | $125,388-73.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 1.77% | 16.80%-15.0pp | 13.22%-11.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,194 | $6,041-80.2% | $5,151-76.8% | $4,866-75.5% |
| Participant deferral / active EE | $1,642 | $6,980-76.5% | $6,229-73.6% | $5,352-69.3% |
| Admin fee / account holder | $48 | $11,198-99.6% | $9,015-99.5% | $9,541-99.5% |