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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 | $113,523 | $124,351-8.7% | $109,188+4.0% | $167,553-32.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.70% | 26.04%-13.3pp | 25.76%-13.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $738 | $4,210-82.5% | $3,723-80.2% | $4,840-84.8% |
| Participant deferral / active EE | $246 | $5,257-95.3% | $4,654-94.7% | $6,343-96.1% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |