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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 | $19,561 | $174,379-88.8% | $152,093-87.1% | $138,895-85.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.83% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,381 | $6,159-77.6% | $5,451-74.7% | $6,396-78.4% |
| Admin fee / account holder | $21 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |