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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 | $212,386-71.8% | $199,883-70.0% | $138,895-56.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.47% | 47.75%-32.3pp | 43.81%-28.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $43 | $6,625-99.4% | $6,261-99.3% | $4,194-99.0% |
| Participant deferral / active EE | $67 | $9,617-99.3% | $9,138-99.3% | $6,396-99.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |