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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 | $76,478 | $162,322-52.9% | $135,982-43.8% | - |
| Participation rate | 99.0% | 71.5%+27.5pp | 81.9%+17.1pp | - |
| Annual return | 39.54% | 15.59%+23.9pp | 68.32%-28.8pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,859-100.0% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,760-100.0% | - |
| Admin fee / account holder | $131 | $23,877-99.5% | $10,767-98.8% | - |