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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 | $29,890 | $148,623-79.9% | $135,974-78.0% | $139,466-78.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.99% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $921 | $5,246-82.5% | $4,859-81.1% | $4,754-80.6% |
| Participant deferral / active EE | $765 | $8,103-90.6% | $7,760-90.1% | $6,712-88.6% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |