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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 | $27,599 | $135,956-79.7% | $123,894-77.7% | $273,972-89.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.43% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $591 | $5,170-88.6% | $4,617-87.2% | $4,869-87.9% |
| Participant deferral / active EE | $1,246 | $6,343-80.4% | $5,984-79.2% | $5,287-76.4% |
| Admin fee / account holder | $106 | $9,817-98.9% | $8,357-98.7% | $10,133-99.0% |