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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 | $13,139 | $172,111-92.4% | $150,298-91.3% | $137,256-90.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $817 | $4,636-82.4% | $4,154-80.3% | $4,156-80.3% |
| Participant deferral / active EE | $1,535 | $6,166-75.1% | $5,453-71.8% | $6,407-76.0% |
| Admin fee / account holder | $169 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |