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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 | $42,946 | $201,370-78.7% | $184,256-76.7% | $145,897-70.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $819 | $7,024-88.3% | $6,427-87.3% | $4,663-82.4% |
| Participant deferral / active EE | $1,350 | $9,808-86.2% | $9,133-85.2% | $6,689-79.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |