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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 | $119,298 | $176,105-32.3% | $159,474-25.2% | $167,536-28.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $805 | $5,299-84.8% | $4,831-83.3% | $4,839-83.4% |
| Participant deferral / active EE | $1,515 | $7,751-80.5% | $7,353-79.4% | $6,342-76.1% |
| Admin fee / account holder | $210 | $12,559-98.3% | $10,802-98.1% | $12,315-98.3% |