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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 | $134,967 | $167,522-19.4% | $151,639-11.0% | $134,532+0.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.23% | 7.81%-15.0pp | 3.34%-10.6pp | 418.27%-425.5pp |
| Employer contribution / active EE | $1,347 | $6,828-80.3% | $6,165-78.2% | $4,741-71.6% |
| Participant deferral / active EE | $1,619 | $8,986-82.0% | $8,363-80.6% | $6,401-74.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |