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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 | $200,610 | $201,372-0.4% | $184,260+8.9% | $145,884+37.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.36% | 29.04%-18.7pp | 28.84%-18.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,067 | $7,024-84.8% | $6,427-83.4% | $4,662-77.1% |
| Participant deferral / active EE | $1,333 | $9,808-86.4% | $9,133-85.4% | $6,690-80.1% |
| Admin fee / account holder | $29 | $16,362-99.8% | $13,898-99.8% | $13,392-99.8% |