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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 | $29,167 | $185,312-84.3% | $161,489-81.9% | $154,746-81.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.38% | 103.84%-90.5pp | 89.72%-76.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $650 | $4,769-86.4% | $4,268-84.8% | $4,379-85.1% |
| Participant deferral / active EE | $799 | $6,350-87.4% | $5,630-85.8% | $6,730-88.1% |
| Admin fee / account holder | $165 | $18,654-99.1% | $16,006-99.0% | $14,365-98.9% |