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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 | $61,208 | $58,828+4.0% | $78,002-21.5% | $62,881-2.7% |
| Participation rate | 73.9% | 71.1%+2.9pp | 75.5%-1.6pp | 69.3%+4.6pp |
| Annual return | 7.10% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,017 | $2,686-62.1% | $3,497-70.9% | $3,203-68.2% |
| Admin fee / account holder | $208 | $4,393-95.3% | $5,481-96.2% | $4,296-95.2% |