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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 | $214,911 | $135,956+58.1% | $123,894+73.5% | $273,972-21.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.68% | 56.63%-51.0pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $293 | $5,170-94.3% | $4,617-93.6% | $4,869-94.0% |
| Participant deferral / active EE | $1,242 | $6,343-80.4% | $5,984-79.2% | $5,287-76.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |