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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 | $13,314 | $87,166-84.7% | $76,735-82.6% | $137,256-90.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.84% | 26.50%-14.7pp | 29.77%-17.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $418 | $2,904-85.6% | $2,454-83.0% | $4,156-89.9% |
| Participant deferral / active EE | $418 | $4,726-91.2% | $4,088-89.8% | $6,407-93.5% |
| Admin fee / account holder | $80 | $8,403-99.0% | $7,189-98.9% | $12,270-99.3% |