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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 | $74,664 | $72,273+3.3% | $101,275-26.3% | $79,856-6.5% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 26.94% | 22.30%+4.6pp | 46.48%-19.5pp | 31.71%-4.8pp |
| Employer contribution / active EE | $250 | $2,691-90.7% | $3,660-93.2% | $2,471-89.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $144 | $4,401-96.7% | $5,948-97.6% | $5,306-97.3% |