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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 | $30,022 | $134,817-77.7% | $123,973-75.8% | $155,188-80.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.88% | 515.49%-503.6pp | 388.13%-376.2pp | 148.84%-137.0pp |
| Employer contribution / active EE | $714 | $4,425-83.9% | $4,126-82.7% | $4,248-83.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $249 | $13,245-98.1% | $11,799-97.9% | $14,480-98.3% |