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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 | $201,372-78.7% | $184,260-76.7% | $145,884-70.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 29.04%-9.5pp | 28.84%-9.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $819 | $7,024-88.3% | $6,427-87.3% | $4,662-82.4% |
| Participant deferral / active EE | $1,350 | $9,808-86.2% | $9,133-85.2% | $6,690-79.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |