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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 | $18,935 | $155,555-87.8% | $146,866-87.1% | $155,188-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.14% | 115.41%-98.3pp | 102.85%-85.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $642 | $4,647-86.2% | $4,425-85.5% | $4,248-84.9% |
| Participant deferral / active EE | $642 | $8,044-92.0% | $7,759-91.7% | $6,531-90.2% |
| Admin fee / account holder | $222 | $14,755-98.5% | $13,620-98.4% | $14,480-98.5% |