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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 | $145,974 | $157,304-7.2% | $141,197+3.4% | $152,909-4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.93% | 64.34%-35.4pp | 71.41%-42.5pp | 345.46%-316.5pp |
| Employer contribution / active EE | $823 | $5,263-84.4% | $4,736-82.6% | $4,764-82.7% |
| Participant deferral / active EE | $600 | $7,111-91.6% | $6,710-91.1% | $5,851-89.7% |
| Admin fee / account holder | $270 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |