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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 | $25,381 | $117,829-78.5% | $102,423-75.2% | $145,877-82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $482 | $3,615-86.7% | $3,023-84.0% | $4,663-89.7% |
| Participant deferral / active EE | $1,378 | $5,732-76.0% | $5,054-72.7% | $6,691-79.4% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |