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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 | $84,018 | $78,670+6.8% | $109,173-23.0% | $85,847-2.1% |
| Participation rate | 97.4% | 68.3%+29.1pp | 75.9%+21.5pp | 69.3%+28.0pp |
| Annual return | 20.02% | 25.09%-5.1pp | 25.75%-5.7pp | 318.61%-298.6pp |
| Employer contribution / active EE | $280 | $2,734-89.8% | $3,723-92.5% | $2,565-89.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $104 | $5,469-98.1% | $6,755-98.5% | $6,261-98.3% |