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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 | $24,448 | $160,028-84.7% | $147,080-83.4% | $145,884-83.2% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 10.22% | 98.60%-88.4pp | 420.17%-410.0pp | 551.85%-541.6pp |
| Employer contribution / active EE | $564 | $5,286-89.3% | $4,933-88.6% | $4,662-87.9% |
| Participant deferral / active EE | $600 | $8,422-92.9% | $8,066-92.6% | $6,690-91.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |