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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 | $183,516-72.3% | $155,534-67.4% | $145,884-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $78 | $5,315-98.5% | $4,675-98.3% | $4,662-98.3% |
| Participant deferral / active EE | $851 | $6,467-86.8% | $5,630-84.9% | $6,690-87.3% |
| Admin fee / account holder | $40 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |