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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 | $196,247 | $185,856+5.6% | $170,028+15.4% | $139,456+40.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.09% | 60.52%-44.4pp | 53.39%-37.3pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,296 | $7,593-82.9% | $6,788-80.9% | $4,753-72.7% |
| Participant deferral / active EE | $2,790 | $11,623-76.0% | $10,409-73.2% | $6,711-58.4% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |