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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 | $134,926 | $99,032+36.2% | $80,022+68.6% | $135,380-0.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 22.92% | 15.39%+7.5pp | 11.22%+11.7pp | 519.81%-496.9pp |
| Employer contribution / active EE | $366 | $3,043-88.0% | $2,468-85.2% | $4,779-92.3% |
| Participant deferral / active EE | $456 | $4,282-89.4% | $3,686-87.6% | $5,609-91.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |