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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 | $65,378 | $149,778-56.4% | $118,946-45.0% | $158,966-58.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $100 | $4,117-97.6% | $3,263-96.9% | $4,762-97.9% |
| Participant deferral / active EE | $250 | $5,225-95.2% | $4,266-94.1% | $5,983-95.8% |
| Admin fee / account holder | $10 | $8,604-99.9% | $6,581-99.9% | $11,250-99.9% |