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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 | $83,865 | $96,524-13.1% | $75,906+10.5% | $152,914-45.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 13.23% | 33.93%-20.7pp | 30.73%-17.5pp | 345.48%-332.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,852-100.0% |
| Admin fee / account holder | $102 | $8,082-98.7% | $5,421-98.1% | $11,601-99.1% |