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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 | $19,638 | $105,160-81.3% | $94,679-79.3% | $139,456-85.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.68% | 38.04%-16.4pp | 156.75%-135.1pp | 373.45%-351.8pp |
| Employer contribution / active EE | $160 | $4,107-96.1% | $3,673-95.6% | $4,753-96.6% |
| Participant deferral / active EE | $200 | $7,599-97.4% | $7,417-97.3% | $6,711-97.0% |
| Admin fee / account holder | $104 | $8,988-98.8% | $7,233-98.6% | $11,407-99.1% |