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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 | $90,676 | $135,956-33.3% | $123,894-26.8% | $273,972-66.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.88% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,426 | $6,343-77.5% | $5,984-76.2% | $5,287-73.0% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,133-99.9% |