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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 | $30,692 | $180,459-83.0% | $154,108-80.1% | $135,380-77.3% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 1.05% | 888.21%-887.2pp | 735.21%-734.2pp | 519.81%-518.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,136 | $5,806-80.4% | $5,081-77.6% | $5,609-79.7% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |