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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 | $31,336 | $51,708-39.4% | $106,619-70.6% | $62,881-50.2% |
| Participation rate | 96.7% | 66.9%+29.8pp | 78.0%+18.7pp | 69.3%+27.4pp |
| Annual return | 16.07% | 4.69%+11.4pp | 9.42%+6.6pp | 20.14%-4.1pp |
| Employer contribution / active EE | $112 | $1,764-93.7% | $3,947-97.2% | $2,281-95.1% |
| Participant deferral / active EE | $161 | $2,315-93.0% | $3,930-95.9% | $3,203-95.0% |
| Admin fee / account holder | $1 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |