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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 | $43,621 | $162,821-73.2% | $133,978-67.4% | $158,982-72.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 15.08% | 41.95%-26.9pp | 45.10%-30.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $664 | $4,976-86.7% | $3,919-83.1% | $4,763-86.1% |
| Participant deferral / active EE | $1,403 | $5,910-76.3% | $5,047-72.2% | $5,983-76.6% |
| Admin fee / account holder | $197 | $11,742-98.3% | $8,930-97.8% | $11,252-98.2% |