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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 | $82,085 | $85,766-4.3% | $136,298-39.8% | $70,126+17.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 81.9%-11.9pp | 69.5%+0.5pp |
| Annual return | 17.84% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,685 | $5,051-66.7% | $6,247-73.0% | $3,332-49.4% |
| Admin fee / account holder | $100 | $5,421-98.2% | $9,244-98.9% | $4,645-97.9% |