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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 | $52,330 | $153,769-66.0% | $133,975-60.9% | $273,972-80.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 9.61% | 36.51%-26.9pp | 29.29%-19.7pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,048 | $6,029-82.6% | $5,211-79.9% | $4,869-78.5% |
| Participant deferral / active EE | $1,777 | $6,958-74.5% | $6,282-71.7% | $5,287-66.4% |
| Admin fee / account holder | $19 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |