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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 | $95,959-90.0% | $97,411-90.2% | $138,895-93.1% |
| Participation rate | 71.4% | 81.8%-10.4pp | 80.4%-9.0pp | 79.9%-8.5pp |
| Annual return | 17.86% | 29.30%-11.4pp | 34.72%-16.9pp | 145.39%-127.5pp |
| Employer contribution / active EE | $197 | $4,278-95.4% | $4,210-95.3% | $4,194-95.3% |
| Participant deferral / active EE | $1,076 | $5,876-81.7% | $5,886-81.7% | $6,396-83.2% |
| Admin fee / account holder | $149 | $7,555-98.0% | $7,145-97.9% | $12,562-98.8% |