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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 | $23,689 | $127,386-81.4% | $115,037-79.4% | $125,393-81.1% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.23%-282.5pp |
| Employer contribution / active EE | $611 | $5,166-88.2% | $4,608-86.7% | $4,866-87.4% |
| Participant deferral / active EE | $523 | $6,423-91.9% | $6,026-91.3% | $5,351-90.2% |
| Admin fee / account holder | $181 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |