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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 | $30,615 | $76,551-60.0% | $123,894-75.3% | $62,881-51.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $171 | $2,882-94.1% | $4,617-96.3% | $2,281-92.5% |
| Participant deferral / active EE | $1,757 | $4,840-63.7% | $5,984-70.6% | $3,203-45.1% |
| Admin fee / account holder | $157 | $4,826-96.7% | $8,357-98.1% | $4,296-96.3% |