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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 | $29,560 | $160,028-81.5% | $147,080-79.9% | $145,884-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.18% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $996 | $5,286-81.2% | $4,933-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $398 | $8,422-95.3% | $8,066-95.1% | $6,690-94.1% |
| Admin fee / account holder | $53 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |