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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 | $130,279 | $202,440-35.6% | $169,390-23.1% | $139,466-6.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.35% | 532.36%-513.0pp | 406.07%-386.7pp | 373.66%-354.3pp |
| Employer contribution / active EE | $180 | $4,693-96.2% | $4,013-95.5% | $4,754-96.2% |
| Participant deferral / active EE | $1,200 | $6,940-82.7% | $6,222-80.7% | $6,712-82.1% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |