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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 | $21,462 | $185,312-88.4% | $161,489-86.7% | $154,746-86.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.09% | 103.84%-80.7pp | 89.72%-66.6pp | 172.34%-149.2pp |
| Employer contribution / active EE | $791 | $4,769-83.4% | $4,268-81.5% | $4,379-81.9% |
| Participant deferral / active EE | $1,781 | $6,350-72.0% | $5,630-68.4% | $6,730-73.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |