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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 | $184,000 | $73,988+148.7% | $96,538+90.6% | $75,177+144.8% |
| Participation rate | 98.0% | 66.4%+31.6pp | 74.3%+23.7pp | 67.2%+30.8pp |
| Annual return | 48.18% | 26.73%+21.5pp | 35.74%+12.4pp | 160.75%-112.6pp |
| Employer contribution / active EE | $347 | $2,930-88.2% | $3,740-90.7% | $2,671-87.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $211 | $5,220-96.0% | $6,737-96.9% | $5,651-96.3% |