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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 | $162,136-88.3% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.14% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $642 | $4,890-86.9% | $4,624-86.1% | $4,379-85.3% |
| Participant deferral / active EE | $642 | $8,341-92.3% | $8,004-92.0% | $6,730-90.5% |
| Admin fee / account holder | $222 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |