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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 | $12,554 | $81,696-84.6% | $70,494-82.2% | $158,982-92.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.39% | 208.70%-188.3pp | 109.16%-88.8pp | 302.99%-282.6pp |
| Employer contribution / active EE | $249 | $3,220-92.3% | $2,738-90.9% | $4,763-94.8% |
| Participant deferral / active EE | $245 | $4,558-94.6% | $3,711-93.4% | $5,983-95.9% |
| Admin fee / account holder | $93 | $6,200-98.5% | $3,848-97.6% | $11,252-99.2% |