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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 | $26,469 | $185,883-85.8% | $170,043-84.4% | $139,466-81.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.61% | 60.54%-35.9pp | 53.40%-28.8pp | 373.66%-349.1pp |
| Employer contribution / active EE | $1,272 | $7,596-83.3% | $6,790-81.3% | $4,754-73.2% |
| Participant deferral / active EE | $2,888 | $11,626-75.2% | $10,410-72.3% | $6,712-57.0% |
| Admin fee / account holder | $11 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |