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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 | $9,553 | $92,798-89.7% | $96,707-90.1% | $137,256-93.0% |
| Participation rate | 71.4% | 81.6%-10.2pp | 80.4%-8.9pp | 80.0%-8.5pp |
| Annual return | 17.86% | 31.24%-13.4pp | 34.78%-16.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $197 | $4,147-95.2% | $4,191-95.3% | $4,156-95.3% |
| Participant deferral / active EE | $1,076 | $5,877-81.7% | $5,997-82.1% | $6,407-83.2% |
| Admin fee / account holder | $149 | $7,946-98.1% | $7,503-98.0% | $12,270-98.8% |