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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 | $242,272 | $275,752-12.1% | $256,809-5.7% | $198,609+22.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.63% | 34.81%-17.2pp | 32.73%-15.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $446 | $7,721-94.2% | $7,263-93.9% | $5,055-91.2% |
| Participant deferral / active EE | $1,360 | $10,037-86.5% | $9,520-85.7% | $6,977-80.5% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |