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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 | $11,926 | $88,754-86.6% | $81,820-85.4% | $145,877-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.75% | 1031.77%-1020.0pp | 777.93%-766.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $296 | $3,085-90.4% | $2,915-89.8% | $4,663-93.7% |
| Participant deferral / active EE | $444 | $4,648-90.4% | $4,323-89.7% | $6,691-93.4% |
| Admin fee / account holder | $42 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |