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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 | $88,822 | $72,273+22.9% | $101,275-12.3% | $79,856+11.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.75% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $507 | $2,691-81.2% | $3,660-86.1% | $2,471-79.5% |
| Participant deferral / active EE | $1,114 | $3,282-66.1% | $4,371-74.5% | $3,741-70.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |