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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 | $55,083 | $156,398-64.8% | $147,318-62.6% | $138,895-60.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.51% | 78.75%-60.2pp | 70.43%-51.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $527 | $4,853-89.2% | $4,593-88.5% | $4,194-87.4% |
| Participant deferral / active EE | $527 | $8,237-93.6% | $7,906-93.3% | $6,396-91.8% |
| Admin fee / account holder | $122 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |