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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 | $54,077 | $185,905-70.9% | $170,057-68.2% | $139,487-61.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.37% | 60.56%-48.2pp | 53.42%-41.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $1,336 | $7,597-82.4% | $6,790-80.3% | $4,755-71.9% |
| Participant deferral / active EE | $867 | $11,627-92.5% | $10,411-91.7% | $6,713-87.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |