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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 | $78,640 | $162,136-51.5% | $152,301-48.4% | $154,746-49.2% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 16.62% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $259 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |