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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 | $105,379 | $157,276-33.0% | $141,177-25.4% | $152,885-31.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.82% | 64.33%-46.5pp | 71.40%-53.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $81 | $5,262-98.5% | $4,736-98.3% | $4,763-98.3% |
| Participant deferral / active EE | $325 | $7,110-95.4% | $6,710-95.2% | $5,851-94.5% |
| Admin fee / account holder | $123 | $12,123-99.0% | $10,263-98.8% | $11,598-98.9% |