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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 | $128,096 | $167,503-23.5% | $151,627-15.5% | $134,493-4.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,097 | $8,985-87.8% | $8,363-86.9% | $6,400-82.9% |
| Admin fee / account holder | $78 | $13,777-99.4% | $11,612-99.3% | $11,425-99.3% |