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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 | $24,547 | $156,398-84.3% | $147,318-83.3% | $138,895-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.67% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $750 | $4,853-84.6% | $4,593-83.7% | $4,194-82.1% |
| Participant deferral / active EE | $750 | $8,237-90.9% | $7,906-90.5% | $6,396-88.3% |
| Admin fee / account holder | $132 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |