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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 | $186,679 | $176,786+5.6% | $146,643+27.3% | $167,536+11.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.15% | 24.04%-13.9pp | 22.75%-12.6pp | 478.82%-468.7pp |
| Employer contribution / active EE | $836 | $5,161-83.8% | $4,137-79.8% | $4,839-82.7% |
| Participant deferral / active EE | $836 | $6,440-87.0% | $5,506-84.8% | $6,342-86.8% |
| Admin fee / account holder | $45 | $13,262-99.7% | $10,280-99.6% | $12,315-99.6% |