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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 | $130,197 | $117,859+10.5% | $102,438+27.1% | $145,959-10.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.29% | 31.72%-14.4pp | 29.37%-12.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $823 | $3,615-77.2% | $3,024-72.8% | $4,661-82.3% |
| Participant deferral / active EE | $1,714 | $5,732-70.1% | $5,054-66.1% | $6,689-74.4% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |