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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 | $21,329 | $156,398-86.4% | $147,318-85.5% | $138,895-84.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.75% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $769 | $8,237-90.7% | $7,906-90.3% | $6,396-88.0% |
| Admin fee / account holder | $12 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |