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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 | $35,549 | $167,504-78.8% | $151,628-76.6% | $134,509-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,388 | $6,828-79.7% | $6,165-77.5% | $4,741-70.7% |
| Participant deferral / active EE | $1,233 | $8,985-86.3% | $8,363-85.3% | $6,400-80.7% |
| Admin fee / account holder | $20 | $13,779-99.9% | $11,613-99.8% | $11,427-99.8% |