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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 | $1,931 | $70,366-97.3% | $66,674-97.1% | $138,895-98.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 14.97% | 386.41%-371.4pp | 321.24%-306.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $145 | $2,765-94.8% | $2,620-94.5% | $4,194-96.5% |
| Participant deferral / active EE | $262 | $4,374-94.0% | $4,084-93.6% | $6,396-95.9% |
| Admin fee / account holder | $85 | $5,262-98.4% | $5,098-98.3% | $12,562-99.3% |