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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 | $98,800 | $251,004-60.6% | $191,597-48.4% | $138,895-28.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 19.98% | 31.05%-11.1pp | 27.07%-7.1pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,380 | $6,226-77.8% | $5,025-72.5% | $4,194-67.1% |
| Participant deferral / active EE | $503 | $8,154-93.8% | $6,850-92.7% | $6,396-92.1% |
| Admin fee / account holder | $0 | $31,471-100.0% | $22,799-100.0% | $12,562-100.0% |