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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 | $27,491 | $127,387-78.4% | $115,038-76.1% | $125,389-78.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.02% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $502 | $5,166-90.3% | $4,608-89.1% | $4,866-89.7% |
| Participant deferral / active EE | $1,004 | $6,423-84.4% | $6,026-83.3% | $5,352-81.2% |
| Admin fee / account holder | $259 | $9,516-97.3% | $8,175-96.8% | $9,541-97.3% |