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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 | $232,326 | $159,934+45.3% | $147,005+58.0% | $145,959+59.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.24%-86.1pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $586 | $5,287-88.9% | $4,934-88.1% | $4,661-87.4% |
| Participant deferral / active EE | $2,518 | $8,427-70.1% | $8,070-68.8% | $6,689-62.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |