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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 | $100,805+89.3% | $86,698+120.1% | $134,532+41.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 2.60% | 29.09%-26.5pp | 35.95%-33.3pp | 418.27%-415.7pp |
| Employer contribution / active EE | $325 | $3,490-90.7% | $2,837-88.5% | $4,741-93.1% |
| Participant deferral / active EE | $494 | $5,339-90.8% | $4,656-89.4% | $6,401-92.3% |
| Admin fee / account holder | $109 | $10,925-99.0% | $7,493-98.5% | $11,429-99.0% |