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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 | $69,227 | $181,898-61.9% | $156,552-55.8% | $273,970-74.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $374 | $6,248-94.0% | $5,501-93.2% | $4,869-92.3% |
| Participant deferral / active EE | $464 | $5,550-91.6% | $4,871-90.5% | $5,287-91.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,132-100.0% |