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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 | $92,418 | $103,393-10.6% | $87,103+6.1% | $152,909-39.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.11% | 28.10%-9.0pp | 28.19%-9.1pp | 345.46%-326.3pp |
| Employer contribution / active EE | $554 | $3,221-82.8% | $2,521-78.0% | $4,764-88.4% |
| Participant deferral / active EE | $675 | $4,778-85.9% | $4,049-83.3% | $5,851-88.5% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |