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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 | $24,195 | $148,623-83.7% | $135,974-82.2% | $139,466-82.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.94% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $991 | $5,246-81.1% | $4,859-79.6% | $4,754-79.2% |
| Participant deferral / active EE | $1,215 | $8,103-85.0% | $7,760-84.3% | $6,712-81.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |