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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 | $37,451 | $138,078-72.9% | $125,363-70.1% | $134,509-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.58% | 750.49%-747.9pp | 572.15%-569.6pp | 418.13%-415.6pp |
| Employer contribution / active EE | $50 | $5,245-99.0% | $4,815-99.0% | $4,741-98.9% |
| Participant deferral / active EE | $50 | $7,800-99.4% | $7,447-99.3% | $6,400-99.2% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |