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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 | $55,335 | $99,053-44.1% | $88,179-37.2% | $138,895-60.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 12.42% | 78.17%-65.7pp | 64.97%-52.5pp | 145.39%-133.0pp |
| Employer contribution / active EE | $110 | $2,882-96.2% | $2,549-95.7% | $4,194-97.4% |
| Participant deferral / active EE | $110 | $5,225-97.9% | $4,614-97.6% | $6,396-98.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |