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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 | $106,974-93.6% | $90,796-92.5% | $138,895-95.1% |
| Participation rate | 82.6% | 74.9%+7.7pp | 69.5%+13.1pp | 79.9%+2.7pp |
| Annual return | 12.08% | 20.10%-8.0pp | 19.29%-7.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $520 | $4,455-88.3% | $3,822-86.4% | $6,396-91.9% |
| Admin fee / account holder | $152 | $8,626-98.2% | $7,024-97.8% | $12,562-98.8% |