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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 | $201,344+23.5% | $184,243+34.9% | $145,877+70.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 29.01%-12.6pp | 28.82%-12.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $449 | $7,022-93.6% | $6,427-93.0% | $4,663-90.4% |
| Participant deferral / active EE | $1,940 | $9,807-80.2% | $9,132-78.8% | $6,691-71.0% |
| Admin fee / account holder | $5 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |