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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 | $26,379 | $162,136-83.7% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 19.03% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $851 | $4,890-82.6% | $4,624-81.6% | $4,379-80.6% |
| Participant deferral / active EE | $1,719 | $8,341-79.4% | $8,004-78.5% | $6,730-74.5% |
| Admin fee / account holder | $113 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |