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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 | $88,604 | $183,539-51.7% | $155,556-43.0% | $145,897-39.3% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 27.96% | 61.31%-33.3pp | 64.84%-36.9pp | 552.29%-524.3pp |
| Employer contribution / active EE | $111 | $5,315-97.9% | $4,675-97.6% | $4,663-97.6% |
| Participant deferral / active EE | $238 | $6,467-96.3% | $5,631-95.8% | $6,689-96.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |