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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 | $125,882 | $227,399-44.6% | $189,758-33.7% | $198,609-36.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.65% | 61.03%-50.4pp | 52.62%-42.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $1,381 | $5,526-75.0% | $4,767-71.0% | $5,055-72.7% |
| Participant deferral / active EE | $1,451 | $6,837-78.8% | $5,856-75.2% | $6,977-79.2% |
| Admin fee / account holder | $43 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |