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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 | $26,797 | $185,883-85.6% | $170,043-84.2% | $139,466-80.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.52% | 60.54%-35.0pp | 53.40%-27.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $467 | $7,596-93.8% | $6,790-93.1% | $4,754-90.2% |
| Participant deferral / active EE | $1,640 | $11,626-85.9% | $10,410-84.2% | $6,712-75.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |