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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 | $162,136-87.9% | $152,301-87.1% | $154,746-87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.07% | 91.02%-75.0pp | 80.50%-64.4pp | 172.34%-156.3pp |
| Employer contribution / active EE | $448 | $4,890-90.8% | $4,624-90.3% | $4,379-89.8% |
| Participant deferral / active EE | $457 | $8,341-94.5% | $8,004-94.3% | $6,730-93.2% |
| Admin fee / account holder | $190 | $15,759-98.8% | $14,398-98.7% | $14,365-98.7% |