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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 | $50,772 | $183,539-72.3% | $155,556-67.4% | $145,897-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $78 | $5,315-98.5% | $4,675-98.3% | $4,663-98.3% |
| Participant deferral / active EE | $851 | $6,467-86.8% | $5,631-84.9% | $6,689-87.3% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |