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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 | $32,506 | $157,304-79.3% | $141,197-77.0% | $152,909-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.07% | 64.34%-34.3pp | 71.41%-41.3pp | 345.46%-315.4pp |
| Employer contribution / active EE | $669 | $5,263-87.3% | $4,736-85.9% | $4,764-86.0% |
| Participant deferral / active EE | $764 | $7,111-89.3% | $6,710-88.6% | $5,851-86.9% |
| Admin fee / account holder | $129 | $12,126-98.9% | $10,265-98.7% | $11,601-98.9% |