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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 | $62,135 | $166,242-62.6% | $165,071-62.4% | $145,884-57.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.72% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $880 | $5,283-83.3% | $4,347-79.8% | $4,662-81.1% |
| Participant deferral / active EE | $1,326 | $6,964-81.0% | $6,035-78.0% | $6,690-80.2% |
| Admin fee / account holder | $40 | $16,658-99.8% | $12,695-99.7% | $13,392-99.7% |