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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 | $60,429 | $162,136-62.7% | $152,301-60.3% | $154,746-60.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.05% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $802 | $4,890-83.6% | $4,624-82.7% | $4,379-81.7% |
| Participant deferral / active EE | $2,611 | $8,341-68.7% | $8,004-67.4% | $6,730-61.2% |
| Admin fee / account holder | $60 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |