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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 | $36,798 | $117,846-68.8% | $102,434-64.1% | $145,884-74.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.85% | 31.90%-10.0pp | 29.46%-7.6pp | 551.85%-530.0pp |
| Employer contribution / active EE | $4 | $3,615-99.9% | $3,023-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $199 | $5,733-96.5% | $5,055-96.1% | $6,690-97.0% |
| Admin fee / account holder | $92 | $13,356-99.3% | $9,462-99.0% | $13,392-99.3% |