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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 | $20,945 | $148,582-85.9% | $135,942-84.6% | $139,456-85.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.14% | 79.26%-65.1pp | 68.28%-54.1pp | 373.45%-359.3pp |
| Employer contribution / active EE | $394 | $5,245-92.5% | $4,858-91.9% | $4,753-91.7% |
| Participant deferral / active EE | $394 | $8,101-95.1% | $7,759-94.9% | $6,711-94.1% |
| Admin fee / account holder | $112 | $12,402-99.1% | $10,764-99.0% | $11,407-99.0% |