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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 | $39,625 | $154,228-74.3% | $145,433-72.8% | $137,256-71.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.57% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $664 | $4,804-86.2% | $4,554-85.4% | $4,156-84.0% |
| Participant deferral / active EE | $1,659 | $8,216-79.8% | $7,897-79.0% | $6,407-74.1% |
| Admin fee / account holder | $165 | $14,344-98.8% | $13,129-98.7% | $12,270-98.7% |