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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 | $81,675 | $148,582-45.0% | $135,942-39.9% | $139,456-41.4% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 14.90% | 79.26%-64.4pp | 68.28%-53.4pp | 373.45%-358.6pp |
| Employer contribution / active EE | $702 | $5,245-86.6% | $4,858-85.6% | $4,753-85.2% |
| Participant deferral / active EE | $2,068 | $8,101-74.5% | $7,759-73.4% | $6,711-69.2% |
| Admin fee / account holder | $242 | $12,402-98.0% | $10,764-97.8% | $11,407-97.9% |