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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 | $14,074 | $172,111-91.8% | $150,298-90.6% | $137,256-89.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 24.45% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,275 | $6,166-79.3% | $5,453-76.6% | $6,407-80.1% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |