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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 | $90,704 | $176,794-48.7% | $146,647-38.1% | $167,553-45.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $639 | $5,161-87.6% | $4,137-84.6% | $4,840-86.8% |
| Participant deferral / active EE | $1,250 | $6,440-80.6% | $5,506-77.3% | $6,343-80.3% |
| Admin fee / account holder | $298 | $13,262-97.8% | $10,281-97.1% | $12,316-97.6% |