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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 | $110,379-88.5% | $102,412-87.7% | $145,884-91.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.88% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $689 | $4,216-83.7% | $3,870-82.2% | $4,662-85.2% |
| Participant deferral / active EE | $781 | $5,622-86.1% | $5,060-84.6% | $6,690-88.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |