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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 | $27,897 | $165,351-83.1% | $149,710-81.4% | $158,931-82.4% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 16.90% | 348.19%-331.3pp | 276.63%-259.7pp | 302.86%-286.0pp |
| Employer contribution / active EE | $873 | $5,103-82.9% | $4,645-81.2% | $4,761-81.7% |
| Participant deferral / active EE | $1,309 | $7,181-81.8% | $6,842-80.9% | $5,982-78.1% |
| Admin fee / account holder | $273 | $10,807-97.5% | $9,309-97.1% | $11,247-97.6% |