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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 | $10,739 | $110,379-90.3% | $102,412-89.5% | $145,884-92.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $420 | $4,216-90.0% | $3,870-89.1% | $4,662-91.0% |
| Participant deferral / active EE | $953 | $5,622-83.0% | $5,060-81.2% | $6,690-85.7% |
| Admin fee / account holder | $90 | $9,745-99.1% | $8,388-98.9% | $13,392-99.3% |