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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 | $47,626 | $165,361-71.2% | $149,715-68.2% | $158,950-70.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.60% | 348.24%-310.6pp | 276.66%-239.1pp | 302.91%-265.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,075 | $7,182-85.0% | $6,842-84.3% | $5,983-82.0% |
| Admin fee / account holder | $107 | $10,808-99.0% | $9,310-98.9% | $11,248-99.1% |