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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 | $107,666-61.0% | $102,184-59.0% | $154,746-72.9% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 17.85% | 29.33%-11.5pp | 31.58%-13.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,416 | $8,719-72.3% | $8,309-70.9% | $6,730-64.1% |
| Admin fee / account holder | $58 | $12,943-99.5% | $11,609-99.5% | $14,365-99.6% |