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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 | $29,424 | $132,634-77.8% | $115,768-74.6% | $137,256-78.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 12.31% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $123 | $3,360-96.4% | $2,940-95.8% | $4,156-97.1% |
| Participant deferral / active EE | $490 | $5,619-91.3% | $4,917-90.0% | $6,407-92.4% |
| Admin fee / account holder | $246 | $15,028-98.4% | $12,439-98.0% | $12,270-98.0% |