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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 | $90,011 | $118,680-24.2% | $98,910-9.0% | $158,931-43.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 11.82% | 372.35%-360.5pp | 196.44%-184.6pp | 302.86%-291.0pp |
| Employer contribution / active EE | $149 | $3,333-95.5% | $2,689-94.5% | $4,761-96.9% |
| Participant deferral / active EE | $432 | $5,088-91.5% | $4,244-89.8% | $5,982-92.8% |
| Admin fee / account holder | $292 | $10,131-97.1% | $6,642-95.6% | $11,247-97.4% |