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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 | $54,103 | $185,342-70.8% | $111,308-51.4% | $86,821-37.7% |
| Participation rate | 93.5% | 81.0%+12.5pp | 77.3%+16.2pp | 72.3%+21.2pp |
| Annual return | 27.58% | 500.80%-473.2pp | 54.67%-27.1pp | 97.94%-70.4pp |
| Employer contribution / active EE | $315 | $2,246-86.0% | $2,732-88.5% | $2,406-86.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-99.8% | $7,965-100.0% | $170-99.7% |