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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 | $64,983 | $115,814-43.9% | $101,275-35.8% | $158,982-59.1% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 10.99% | 56.16%-45.2pp | 46.48%-35.5pp | 302.99%-292.0pp |
| Employer contribution / active EE | $551 | $4,176-86.8% | $3,660-85.0% | $4,763-88.4% |
| Participant deferral / active EE | $944 | $4,958-81.0% | $4,371-78.4% | $5,983-84.2% |
| Admin fee / account holder | $11 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |