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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 | $136,592 | $87,544+56.0% | $75,784+80.2% | $125,388+8.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.30% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $381 | $3,930-90.3% | $3,323-88.5% | $4,866-92.2% |
| Participant deferral / active EE | $381 | $4,229-91.0% | $3,652-89.6% | $5,352-92.9% |
| Admin fee / account holder | $17 | $6,502-99.7% | $5,300-99.7% | $9,541-99.8% |