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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 | $115,731 | $167,522-30.9% | $151,639-23.7% | $134,532-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.28% | 7.81%-10.1pp | 3.34%-5.6pp | 418.27%-420.6pp |
| Employer contribution / active EE | $464 | $6,828-93.2% | $6,165-92.5% | $4,741-90.2% |
| Participant deferral / active EE | $618 | $8,986-93.1% | $8,363-92.6% | $6,401-90.3% |
| Admin fee / account holder | $1 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |