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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 | $18,318 | $155,555-88.2% | $146,866-87.5% | $155,188-88.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 17.12% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $625 | $8,044-92.2% | $7,759-91.9% | $6,531-90.4% |
| Admin fee / account holder | $203 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |