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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 | $23,454 | $110,379-78.8% | $102,412-77.1% | $145,884-83.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.90% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $503 | $4,216-88.1% | $3,870-87.0% | $4,662-89.2% |
| Participant deferral / active EE | $972 | $5,622-82.7% | $5,060-80.8% | $6,690-85.5% |
| Admin fee / account holder | $160 | $9,745-98.4% | $8,388-98.1% | $13,392-98.8% |