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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 | $135,196 | $156,398-13.6% | $147,318-8.2% | $138,895-2.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.98% | 78.75%-63.8pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $325 | $4,853-93.3% | $4,593-92.9% | $4,194-92.3% |
| Participant deferral / active EE | $1,300 | $8,237-84.2% | $7,906-83.6% | $6,396-79.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |