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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 | $91,220 | $125,190-27.1% | $105,624-13.6% | $145,897-37.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.56% | 225.22%-211.7pp | 116.20%-102.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $486 | $3,720-86.9% | $3,168-84.7% | $4,663-89.6% |
| Participant deferral / active EE | $1,215 | $5,716-78.7% | $5,013-75.8% | $6,689-81.8% |
| Admin fee / account holder | $60 | $17,138-99.6% | $10,961-99.5% | $13,390-99.6% |