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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 | $99,008 | $175,259-43.5% | $149,723-33.9% | $139,487-29.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.13% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.7pp |
| Employer contribution / active EE | $911 | $5,478-83.4% | $4,821-81.1% | $4,755-80.9% |
| Participant deferral / active EE | $1,139 | $6,522-82.5% | $5,682-80.0% | $6,713-83.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |