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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 | $42,949 | $175,259-75.5% | $149,723-71.3% | $139,487-69.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.71% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $49 | $5,478-99.1% | $4,821-99.0% | $4,755-99.0% |
| Participant deferral / active EE | $555 | $6,522-91.5% | $5,682-90.2% | $6,713-91.7% |
| Admin fee / account holder | $40 | $16,158-99.8% | $13,215-99.7% | $11,407-99.6% |