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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 | $165,758 | $83,337+98.9% | $67,834+144.4% | $273,972-39.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.71% | 259.45%-251.7pp | 138.47%-130.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $375 | $3,287-88.6% | $2,403-84.4% | $4,869-92.3% |
| Participant deferral / active EE | $749 | $4,088-81.7% | $3,160-76.3% | $5,287-85.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |