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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 | $48,549 | $196,972-75.4% | $182,262-73.4% | $198,609-75.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.72% | 158.27%-143.6pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,365 | $5,364-74.6% | $5,046-73.0% | $5,055-73.0% |
| Participant deferral / active EE | $1,909 | $8,643-77.9% | $8,276-76.9% | $6,977-72.6% |
| Admin fee / account holder | $12 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |