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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 | $124,425-45.7% | $112,040-39.7% | $137,256-50.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.73% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $394 | $3,411-88.5% | $2,954-86.7% | $4,156-90.5% |
| Participant deferral / active EE | $394 | $5,718-93.1% | $5,098-92.3% | $6,407-93.9% |
| Admin fee / account holder | $215 | $15,207-98.6% | $12,098-98.2% | $12,270-98.3% |