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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 | $151,413 | $165,381-8.4% | $149,730+1.1% | $158,966-4.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.63% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.3pp |
| Employer contribution / active EE | $571 | $5,104-88.8% | $4,645-87.7% | $4,762-88.0% |
| Participant deferral / active EE | $1,700 | $7,182-76.3% | $6,843-75.2% | $5,983-71.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |