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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 | $199,428 | $172,111+15.9% | $150,298+32.7% | $137,256+45.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 37.73% | 69.37%-31.6pp | 62.79%-25.1pp | 220.34%-182.6pp |
| Employer contribution / active EE | $580 | $4,636-87.5% | $4,154-86.0% | $4,156-86.0% |
| Participant deferral / active EE | $500 | $6,166-91.9% | $5,453-90.8% | $6,407-92.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |