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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 | $30,899 | $159,978-80.7% | $147,041-79.0% | $145,978-78.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 98.36%-84.4pp | 419.21%-405.2pp | 550.52%-536.6pp |
| Employer contribution / active EE | $86 | $5,288-98.4% | $4,935-98.3% | $4,662-98.2% |
| Participant deferral / active EE | $246 | $8,429-97.1% | $8,071-97.0% | $6,690-96.3% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |