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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 | $53,629 | $165,381-67.6% | $149,730-64.2% | $158,966-66.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.12% | 348.29%-334.2pp | 276.70%-262.6pp | 302.95%-288.8pp |
| Employer contribution / active EE | $104 | $5,104-98.0% | $4,645-97.8% | $4,762-97.8% |
| Participant deferral / active EE | $416 | $7,182-94.2% | $6,843-93.9% | $5,983-93.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |