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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 | $17,765 | $183,592-90.3% | $155,574-88.6% | $145,877-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $975 | $5,317-81.7% | $4,676-79.1% | $4,663-79.1% |
| Participant deferral / active EE | $1,220 | $6,466-81.1% | $5,629-78.3% | $6,691-81.8% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |