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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 | $111,814-88.7% | $103,378-87.8% | $145,978-91.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.88% | 24.80%-14.9pp | 24.91%-15.0pp | 550.52%-540.6pp |
| Employer contribution / active EE | $689 | $4,215-83.7% | $3,870-82.2% | $4,662-85.2% |
| Participant deferral / active EE | $781 | $5,618-86.1% | $5,058-84.6% | $6,690-88.3% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |