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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 | $101,729 | $201,264-49.5% | $184,185-44.8% | $145,978-30.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.99% | 29.00%-6.0pp | 28.81%-5.8pp | 550.52%-527.5pp |
| Employer contribution / active EE | $494 | $7,021-93.0% | $6,426-92.3% | $4,662-89.4% |
| Participant deferral / active EE | $2,112 | $9,806-78.5% | $9,132-76.9% | $6,690-68.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |