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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 | $37,512 | $165,381-77.3% | $149,730-74.9% | $158,966-76.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.99% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-283.0pp |
| Employer contribution / active EE | $770 | $5,104-84.9% | $4,645-83.4% | $4,762-83.8% |
| Participant deferral / active EE | $963 | $7,182-86.6% | $6,843-85.9% | $5,983-83.9% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |