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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 | $92,978 | $201,372-53.8% | $184,260-49.5% | $145,884-36.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 29.04%-12.7pp | 28.84%-12.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $659 | $7,024-90.6% | $6,427-89.7% | $4,662-85.9% |
| Participant deferral / active EE | $1,976 | $9,808-79.8% | $9,133-78.4% | $6,690-70.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |