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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 | $47,273 | $72,273-34.6% | $101,275-53.3% | $79,856-40.8% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 20.98% | 22.30%-1.3pp | 46.48%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $321 | $2,691-88.1% | $3,660-91.2% | $2,471-87.0% |
| Participant deferral / active EE | $1,337 | $3,282-59.3% | $4,371-69.4% | $3,741-64.3% |
| Admin fee / account holder | $246 | $4,401-94.4% | $5,948-95.9% | $5,306-95.4% |