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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 | $108,768 | $183,988-40.9% | $162,177-32.9% | $152,897-28.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.27% | 150.79%-123.5pp | 115.60%-88.3pp | 345.43%-318.2pp |
| Employer contribution / active EE | $647 | $6,370-89.9% | $5,613-88.5% | $4,764-86.4% |
| Participant deferral / active EE | $1,725 | $8,032-78.5% | $7,297-76.4% | $5,851-70.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |