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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 | $61,507 | $165,399-62.8% | $149,745-58.9% | $158,982-61.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.13% | 348.34%-329.2pp | 276.72%-257.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $441 | $5,105-91.4% | $4,646-90.5% | $4,763-90.7% |
| Participant deferral / active EE | $530 | $7,183-92.6% | $6,843-92.3% | $5,983-91.1% |
| Admin fee / account holder | $116 | $10,811-98.9% | $9,312-98.8% | $11,252-99.0% |