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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 | $189,559 | $148,629+27.5% | $135,982+39.4% | $139,487+35.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.31% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $700 | $5,247-86.7% | $4,859-85.6% | $4,755-85.3% |
| Participant deferral / active EE | $1,540 | $8,102-81.0% | $7,760-80.2% | $6,713-77.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |