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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 | $201,264-0.3% | $184,185+8.9% | $145,978+37.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.36% | 29.00%-18.6pp | 28.81%-18.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,067 | $7,021-84.8% | $6,426-83.4% | $4,662-77.1% |
| Participant deferral / active EE | $1,333 | $9,806-86.4% | $9,132-85.4% | $6,690-80.1% |
| Admin fee / account holder | $29 | $16,376-99.8% | $13,909-99.8% | $13,400-99.8% |