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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 | $113,164 | $166,242-31.9% | $165,071-31.4% | $145,884-22.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.93% | 100.44%-88.5pp | 70.17%-58.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $368 | $5,283-93.0% | $4,347-91.5% | $4,662-92.1% |
| Participant deferral / active EE | $600 | $6,964-91.4% | $6,035-90.1% | $6,690-91.0% |
| Admin fee / account holder | $227 | $16,658-98.6% | $12,695-98.2% | $13,392-98.3% |