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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 | $163,593 | $184,014-11.1% | $161,149+1.5% | $138,895+17.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 29.24% | 21.52%+7.7pp | 21.16%+8.1pp | 145.39%-116.2pp |
| Employer contribution / active EE | $686 | $5,055-86.4% | $4,360-84.3% | $4,194-83.7% |
| Participant deferral / active EE | $1,950 | $6,909-71.8% | $6,153-68.3% | $6,396-69.5% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |