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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 | $24,977 | $148,623-83.2% | $135,974-81.6% | $139,466-82.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.28% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.4pp |
| Employer contribution / active EE | $352 | $5,246-93.3% | $4,859-92.8% | $4,754-92.6% |
| Participant deferral / active EE | $715 | $8,103-91.2% | $7,760-90.8% | $6,712-89.3% |
| Admin fee / account holder | $99 | $12,406-99.2% | $10,767-99.1% | $11,409-99.1% |