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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 | $75,791 | $159,934-52.6% | $147,005-48.4% | $145,959-48.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $58 | $5,287-98.9% | $4,934-98.8% | $4,661-98.8% |
| Participant deferral / active EE | $1,854 | $8,427-78.0% | $8,070-77.0% | $6,689-72.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |