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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 | $94,050 | $228,317-58.8% | $185,808-49.4% | $158,931-40.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.75% | 40.81%-25.1pp | 35.95%-20.2pp | 302.86%-287.1pp |
| Employer contribution / active EE | $333 | $4,964-93.3% | $4,086-91.8% | $4,761-93.0% |
| Participant deferral / active EE | $333 | $6,415-94.8% | $5,632-94.1% | $5,982-94.4% |
| Admin fee / account holder | $45 | $11,865-99.6% | $9,501-99.5% | $11,247-99.6% |