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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 | $43,433 | $192,829-77.5% | $142,516-69.5% | $139,466-68.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.32% | 17.99%-1.7pp | 19.99%-3.7pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,118 | $5,808-80.8% | $4,849-76.9% | $4,754-76.5% |
| Participant deferral / active EE | $2,043 | $7,200-71.6% | $6,280-67.5% | $6,712-69.6% |
| Admin fee / account holder | $0 | $15,120-100.0% | $10,008-100.0% | $11,409-100.0% |