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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 | $12,639 | $110,410-88.6% | $102,437-87.7% | $145,897-91.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.88% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.4pp |
| Employer contribution / active EE | $689 | $4,217-83.7% | $3,871-82.2% | $4,663-85.2% |
| Participant deferral / active EE | $781 | $5,622-86.1% | $5,060-84.6% | $6,689-88.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |