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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 | $16,760 | $110,337-84.8% | $102,383-83.6% | $145,877-88.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.51% | 24.83%-14.3pp | 24.94%-14.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $655 | $4,216-84.5% | $3,870-83.1% | $4,663-85.9% |
| Participant deferral / active EE | $1,388 | $5,621-75.3% | $5,060-72.6% | $6,691-79.3% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |