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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 | $65,995 | $110,379-40.2% | $102,412-35.6% | $145,884-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $821 | $4,216-80.5% | $3,870-78.8% | $4,662-82.4% |
| Participant deferral / active EE | $821 | $5,622-85.4% | $5,060-83.8% | $6,690-87.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |