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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 | $47,356 | $144,130-67.1% | $117,860-59.8% | $147,585-67.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.60% | 531.20%-512.6pp | 335.10%-316.5pp | 578.58%-560.0pp |
| Employer contribution / active EE | $625 | $4,897-87.2% | $3,786-83.5% | $4,876-87.2% |
| Participant deferral / active EE | $665 | $5,316-87.5% | $4,482-85.2% | $5,439-87.8% |
| Admin fee / account holder | $2 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |