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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 | $97,778 | $127,387-23.2% | $115,038-15.0% | $125,389-22.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.17% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $300 | $5,166-94.2% | $4,608-93.5% | $4,866-93.8% |
| Participant deferral / active EE | $300 | $6,423-95.3% | $6,026-95.0% | $5,352-94.4% |
| Admin fee / account holder | $246 | $9,516-97.4% | $8,175-97.0% | $9,541-97.4% |