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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 | $55,009 | $165,381-66.7% | $149,730-63.3% | $158,966-65.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.42% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,550 | $7,182-78.4% | $6,843-77.3% | $5,983-74.1% |
| Admin fee / account holder | $241 | $10,809-97.8% | $9,310-97.4% | $11,250-97.9% |