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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 | $125,237-27.2% | $105,608-13.6% | $145,877-37.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.56% | 225.76%-212.2pp | 116.50%-102.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $486 | $3,720-86.9% | $3,167-84.7% | $4,663-89.6% |
| Participant deferral / active EE | $1,215 | $5,711-78.7% | $5,010-75.7% | $6,691-81.8% |
| Admin fee / account holder | $60 | $17,287-99.7% | $11,028-99.5% | $13,402-99.6% |