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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 | $155,555-64.6% | $146,866-62.5% | $155,188-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.51% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $527 | $4,647-88.7% | $4,425-88.1% | $4,248-87.6% |
| Participant deferral / active EE | $527 | $8,044-93.5% | $7,759-93.2% | $6,531-91.9% |
| Admin fee / account holder | $122 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |