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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 | $45,054 | $196,972-77.1% | $182,262-75.3% | $198,609-77.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.30% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $195 | $8,643-97.7% | $8,276-97.6% | $6,977-97.2% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |