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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 | $143,524 | $95,975+49.5% | $74,549+92.5% | $135,379+6.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 10.38% | 56.96%-46.6pp | 32.53%-22.2pp | 519.79%-509.4pp |
| Employer contribution / active EE | $145 | $2,716-94.7% | $1,961-92.6% | $4,779-97.0% |
| Participant deferral / active EE | $145 | $3,844-96.2% | $3,108-95.3% | $5,609-97.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |