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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 | $67,415 | $176,105-61.7% | $159,474-57.7% | $167,536-59.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.08% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $272 | $5,299-94.9% | $4,831-94.4% | $4,839-94.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $248 | $12,559-98.0% | $10,802-97.7% | $12,315-98.0% |