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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 | $19,624 | $181,062-89.2% | $158,223-87.6% | $155,188-87.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 9.56% | 57.39%-47.8pp | 52.09%-42.5pp | 148.84%-139.3pp |
| Employer contribution / active EE | $238 | $4,565-94.8% | $4,109-94.2% | $4,248-94.4% |
| Participant deferral / active EE | $406 | $6,134-93.4% | $5,467-92.6% | $6,531-93.8% |
| Admin fee / account holder | $75 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |