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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 | $35,984 | $148,629-75.8% | $135,982-73.5% | $139,487-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 81.79% | 79.33%+2.5pp | 68.32%+13.5pp | 373.84%-292.1pp |
| Employer contribution / active EE | $34 | $5,247-99.4% | $4,859-99.3% | $4,755-99.3% |
| Participant deferral / active EE | $759 | $8,102-90.6% | $7,760-90.2% | $6,713-88.7% |
| Admin fee / account holder | $204 | $12,406-98.4% | $10,767-98.1% | $11,407-98.2% |