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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 | $174,379-83.3% | $152,093-80.8% | $138,895-79.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 13.38% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $650 | $4,652-86.0% | $4,175-84.4% | $4,194-84.5% |
| Participant deferral / active EE | $799 | $6,159-87.0% | $5,451-85.3% | $6,396-87.5% |
| Admin fee / account holder | $165 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |