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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 | $3,703 | $70,366-94.7% | $66,674-94.4% | $138,895-97.3% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 15.00% | 386.41%-371.4pp | 321.24%-306.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $240 | $2,765-91.3% | $2,620-90.9% | $4,194-94.3% |
| Participant deferral / active EE | $381 | $4,374-91.3% | $4,084-90.7% | $6,396-94.0% |
| Admin fee / account holder | $138 | $5,262-97.4% | $5,098-97.3% | $12,562-98.9% |