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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 | $248,594 | $201,259+23.5% | $184,200+35.0% | $145,959+70.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 28.98%-12.5pp | 28.80%-12.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $449 | $7,018-93.6% | $6,424-93.0% | $4,661-90.4% |
| Participant deferral / active EE | $1,940 | $9,806-80.2% | $9,132-78.8% | $6,689-71.0% |
| Admin fee / account holder | $5 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |