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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 | $78,831 | $118,496-33.5% | $98,461-19.9% | $139,466-43.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 18.96%+0.5pp | 21.17%-1.7pp | 373.66%-354.2pp |
| Employer contribution / active EE | $418 | $3,611-88.4% | $3,049-86.3% | $4,754-91.2% |
| Participant deferral / active EE | $1,045 | $5,393-80.6% | $4,738-77.9% | $6,712-84.4% |
| Admin fee / account holder | $60 | $14,056-99.6% | $8,961-99.3% | $11,409-99.5% |