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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 | $6,833 | $103,164-93.4% | $90,259-92.4% | $154,746-95.6% |
| Participation rate | 82.6% | 76.1%+6.5pp | 70.7%+11.9pp | 80.7%+1.9pp |
| Annual return | 12.08% | 19.25%-7.2pp | 18.88%-6.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $520 | $4,422-88.2% | $3,827-86.4% | $6,730-92.3% |
| Admin fee / account holder | $152 | $8,593-98.2% | $7,267-97.9% | $14,365-98.9% |