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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 | $27,662 | $103,966-73.4% | $112,923-75.5% | $75,177-63.2% |
| Participation rate | 90.0% | 75.7%+14.3pp | 80.5%+9.5pp | 67.2%+22.8pp |
| Annual return | 24.55% | 24.54%0pp | 34.13%-9.6pp | 160.75%-136.2pp |
| Employer contribution / active EE | $488 | $3,870-87.4% | $4,570-89.3% | $2,671-81.7% |
| Participant deferral / active EE | $1,356 | $5,456-75.2% | $6,520-79.2% | $4,126-67.1% |
| Admin fee / account holder | $0 | $7,663-100.0% | $7,046-100.0% | $5,651-100.0% |