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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 | $22,672 | $81,331-72.1% | $155,534-85.4% | $80,935-72.0% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 11.07% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $207 | $3,105-93.3% | $4,675-95.6% | $2,757-92.5% |
| Participant deferral / active EE | $482 | $3,454-86.1% | $5,630-91.4% | $4,299-88.8% |
| Admin fee / account holder | $299 | $7,999-96.3% | $15,900-98.1% | $6,924-95.7% |