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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 | $33,585 | $176,794-81.0% | $146,647-77.1% | $167,553-80.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.05% | 24.04%-15.0pp | 22.75%-13.7pp | 478.89%-469.8pp |
| Employer contribution / active EE | $1,007 | $5,161-80.5% | $4,137-75.7% | $4,840-79.2% |
| Participant deferral / active EE | $1,569 | $6,440-75.6% | $5,506-71.5% | $6,343-75.3% |
| Admin fee / account holder | $25 | $13,262-99.8% | $10,281-99.8% | $12,316-99.8% |