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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 | $42,468 | $199,109-78.7% | $173,730-75.6% | $154,746-72.6% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 13.82% | 20.02%-6.2pp | 19.96%-6.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,582 | $7,113-77.8% | $6,326-75.0% | $6,730-76.5% |
| Admin fee / account holder | $99 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |