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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 | $34,445 | $127,386-73.0% | $115,037-70.1% | $125,393-72.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 6.55% | 31.28%-24.7pp | 26.14%-19.6pp | 282.23%-275.7pp |
| Employer contribution / active EE | $226 | $5,166-95.6% | $4,608-95.1% | $4,866-95.4% |
| Participant deferral / active EE | $391 | $6,423-93.9% | $6,026-93.5% | $5,351-92.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |