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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 | $67,615 | $167,415-59.6% | $140,514-51.9% | $198,609-66.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.73% | 13.85%+5.9pp | 14.36%+5.4pp | 202.70%-183.0pp |
| Employer contribution / active EE | $394 | $4,088-90.4% | $3,378-88.4% | $5,055-92.2% |
| Participant deferral / active EE | $394 | $5,579-92.9% | $4,919-92.0% | $6,977-94.4% |
| Admin fee / account holder | $215 | $16,730-98.7% | $13,697-98.4% | $19,030-98.9% |