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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 | $174,820 | $167,352+4.5% | $143,788+21.6% | $134,509+30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.66% | 0.47%-20.1pp | -0.03%-19.6pp | 418.13%-437.8pp |
| Employer contribution / active EE | $803 | $5,620-85.7% | $4,952-83.8% | $4,741-83.1% |
| Participant deferral / active EE | $961 | $6,447-85.1% | $5,638-83.0% | $6,400-85.0% |
| Admin fee / account holder | $150 | $18,091-99.2% | $14,675-99.0% | $11,427-98.7% |