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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 | $106,677 | $149,778-28.8% | $118,946-10.3% | $158,966-32.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 79.75% | 19.95%+59.8pp | 35.89%+43.9pp | 302.95%-223.2pp |
| Employer contribution / active EE | $793 | $4,117-80.7% | $3,263-75.7% | $4,762-83.4% |
| Participant deferral / active EE | $106 | $5,225-98.0% | $4,266-97.5% | $5,983-98.2% |
| Admin fee / account holder | $140 | $8,604-98.4% | $6,581-97.9% | $11,250-98.8% |