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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 | $81,262-72.1% | $155,602-85.4% | $80,911-72.0% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 11.07% | 33.34%-22.3pp | 64.81%-53.7pp | 35.63%-24.6pp |
| Employer contribution / active EE | $207 | $3,102-93.3% | $4,675-95.6% | $2,756-92.5% |
| Participant deferral / active EE | $482 | $3,451-86.0% | $5,629-91.4% | $4,297-88.8% |
| Admin fee / account holder | $299 | $7,992-96.3% | $15,923-98.1% | $6,935-95.7% |