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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 | $140,519 | $117,904+19.2% | $102,457+37.1% | $145,978-3.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 12.49% | 31.80%-19.3pp | 29.41%-16.9pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $818 | $5,733-85.7% | $5,054-83.8% | $6,690-87.8% |
| Admin fee / account holder | $171 | $13,329-98.7% | $9,451-98.2% | $13,400-98.7% |