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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 | $41,940 | $97,289-56.9% | $92,805-54.8% | $155,188-73.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 17.85% | 29.03%-11.2pp | 31.59%-13.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,416 | $8,795-72.5% | $8,448-71.4% | $6,531-63.0% |
| Admin fee / account holder | $58 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |