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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 | $76,558 | $167,362-54.3% | $143,799-46.8% | $134,532-43.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.60% | 0.47%+0.1pp | -0.04%+0.6pp | 418.27%-417.7pp |
| Employer contribution / active EE | $1,000 | $5,620-82.2% | $4,952-79.8% | $4,741-78.9% |
| Participant deferral / active EE | $1,000 | $6,447-84.5% | $5,638-82.3% | $6,401-84.4% |
| Admin fee / account holder | $24 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |