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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 | $18,988 | $129,737-85.4% | $119,126-84.1% | $154,746-87.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.67% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $500 | $4,375-88.6% | $4,034-87.6% | $4,379-88.6% |
| Participant deferral / active EE | $1,728 | $5,842-70.4% | $5,318-67.5% | $6,730-74.3% |
| Admin fee / account holder | $150 | $11,961-98.7% | $10,693-98.6% | $14,365-99.0% |