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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 | $59,903 | $227,291-73.6% | $214,702-72.1% | $155,188-61.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.47% | 60.08%-44.6pp | 54.55%-39.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $43 | $6,772-99.4% | $6,461-99.3% | $4,248-99.0% |
| Participant deferral / active EE | $67 | $9,582-99.3% | $9,147-99.3% | $6,531-99.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |