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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 | $17,629 | $115,903-84.8% | $100,528-82.5% | $158,966-88.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 13.27% | 34.80%-21.5pp | 30.90%-17.6pp | 302.95%-289.7pp |
| Employer contribution / active EE | $285 | $4,105-93.1% | $3,419-91.7% | $4,762-94.0% |
| Participant deferral / active EE | $571 | $6,677-91.4% | $6,271-90.9% | $5,983-90.5% |
| Admin fee / account holder | $12 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |