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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 | $6,684 | $97,125-93.1% | $86,233-92.2% | $137,256-95.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 17.13% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $214 | $2,841-92.5% | $2,504-91.5% | $4,156-94.9% |
| Participant deferral / active EE | $352 | $5,180-93.2% | $4,559-92.3% | $6,407-94.5% |
| Admin fee / account holder | $46 | $9,725-99.5% | $8,342-99.5% | $12,270-99.6% |