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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 | $315,200-68.7% | $238,191-58.5% | $155,188-36.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 19.98% | 10.25%+9.7pp | 13.02%+7.0pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,380 | $6,383-78.4% | $5,082-72.8% | $4,248-67.5% |
| Participant deferral / active EE | $503 | $8,044-93.7% | $6,726-92.5% | $6,531-92.3% |
| Admin fee / account holder | $0 | $48,031-100.0% | $34,582-100.0% | $14,480-100.0% |