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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 | $49,885 | $162,821-69.4% | $133,978-62.8% | $158,982-68.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 35.25% | 41.95%-6.7pp | 45.10%-9.8pp | 302.99%-267.7pp |
| Employer contribution / active EE | $830 | $4,976-83.3% | $3,919-78.8% | $4,763-82.6% |
| Participant deferral / active EE | $845 | $5,910-85.7% | $5,047-83.3% | $5,983-85.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |