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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 | $19,627 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.07% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $448 | $4,804-90.7% | $4,554-90.2% | $4,156-89.2% |
| Participant deferral / active EE | $457 | $8,216-94.4% | $7,897-94.2% | $6,407-92.9% |
| Admin fee / account holder | $190 | $14,344-98.7% | $13,129-98.6% | $12,270-98.4% |