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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 | $21,277 | $106,267-80.0% | $96,520-78.0% | $139,456-84.7% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 17.19% | 38.45%-21.3pp | 35.72%-18.5pp | 373.45%-356.3pp |
| Employer contribution / active EE | $518 | $4,105-87.4% | $3,739-86.1% | $4,753-89.1% |
| Participant deferral / active EE | $805 | $5,454-85.2% | $4,879-83.5% | $6,711-88.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |