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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 | $57,259 | $174,379-67.2% | $152,093-62.4% | $138,895-58.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.65% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $82 | $4,652-98.2% | $4,175-98.0% | $4,194-98.0% |
| Participant deferral / active EE | $491 | $6,159-92.0% | $5,451-91.0% | $6,396-92.3% |
| Admin fee / account holder | $40 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |