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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 | $111,814-41.0% | $103,378-36.2% | $145,978-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $821 | $4,215-80.5% | $3,870-78.8% | $4,662-82.4% |
| Participant deferral / active EE | $821 | $5,618-85.4% | $5,058-83.8% | $6,690-87.7% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |