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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 | $34,612 | $183,539-81.1% | $155,556-77.7% | $145,897-76.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.64% | 61.31%-45.7pp | 64.84%-49.2pp | 552.29%-536.7pp |
| Employer contribution / active EE | $782 | $5,315-85.3% | $4,675-83.3% | $4,663-83.2% |
| Participant deferral / active EE | $978 | $6,467-84.9% | $5,631-82.6% | $6,689-85.4% |
| Admin fee / account holder | $10 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |