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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 | $105,287 | $217,432-51.6% | $185,849-43.3% | $167,536-37.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.14% | 148.42%-134.3pp | 122.10%-108.0pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,031 | $5,875-82.4% | $5,169-80.1% | $4,839-78.7% |
| Participant deferral / active EE | $1,983 | $6,357-68.8% | $5,569-64.4% | $6,342-68.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |