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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 | $51,360 | $201,372-74.5% | $184,260-72.1% | $145,884-64.8% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 11.20% | 29.04%-17.8pp | 28.84%-17.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,039 | $7,024-85.2% | $6,427-83.8% | $4,662-77.7% |
| Participant deferral / active EE | $1,135 | $9,808-88.4% | $9,133-87.6% | $6,690-83.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |