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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 | $21,165 | $175,257-87.9% | $149,717-85.9% | $139,456-84.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.11% | 166.70%-155.6pp | 134.41%-123.3pp | 373.45%-362.3pp |
| Employer contribution / active EE | $925 | $5,477-83.1% | $4,820-80.8% | $4,753-80.5% |
| Participant deferral / active EE | $308 | $6,521-95.3% | $5,682-94.6% | $6,711-95.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |