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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 | $91,038 | $58,577+55.4% | $83,323+9.3% | $64,181+41.8% |
| Participation rate | 70.0% | 72.0%-2.0pp | 77.8%-7.8pp | 69.6%+0.4pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $202 | $2,098-90.4% | $3,379-94.0% | $2,381-91.5% |
| Participant deferral / active EE | $1,346 | $4,654-71.1% | $5,565-75.8% | $3,470-61.2% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,539-100.0% | $4,887-100.0% |