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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 | $190,864 | $100,792+89.4% | $86,691+120.2% | $134,509+41.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 2.60% | 29.08%-26.5pp | 35.94%-33.3pp | 418.13%-415.5pp |
| Employer contribution / active EE | $325 | $3,491-90.7% | $2,837-88.5% | $4,741-93.1% |
| Participant deferral / active EE | $494 | $5,339-90.8% | $4,656-89.4% | $6,400-92.3% |
| Admin fee / account holder | $109 | $10,924-99.0% | $7,492-98.5% | $11,427-99.0% |