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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 | $16,513 | $134,817-87.8% | $123,973-86.7% | $155,188-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.26% | 515.49%-500.2pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $53 | $4,425-98.8% | $4,126-98.7% | $4,248-98.7% |
| Participant deferral / active EE | $1,172 | $5,706-79.5% | $5,247-77.7% | $6,531-82.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |