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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 | $23,991 | $157,304-84.7% | $141,197-83.0% | $152,909-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.77% | 64.34%-43.6pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $475 | $5,263-91.0% | $4,736-90.0% | $4,764-90.0% |
| Participant deferral / active EE | $375 | $7,111-94.7% | $6,710-94.4% | $5,851-93.6% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |