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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 | $160,040-52.6% | $147,096-48.5% | $145,877-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $58 | $5,289-98.9% | $4,936-98.8% | $4,663-98.8% |
| Participant deferral / active EE | $1,854 | $8,429-78.0% | $8,071-77.0% | $6,691-72.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |