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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 | $150,564 | $165,361-8.9% | $149,715+0.6% | $158,950-5.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.42% | 348.24%-328.8pp | 276.66%-257.2pp | 302.91%-283.5pp |
| Employer contribution / active EE | $542 | $5,103-89.4% | $4,645-88.3% | $4,762-88.6% |
| Participant deferral / active EE | $2,167 | $7,182-69.8% | $6,842-68.3% | $5,983-63.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |