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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 | $0 | $180,459-100.0% | $154,108-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | 10.08% | 888.21%-878.1pp | 735.21%-725.1pp | 519.81%-509.7pp |
| Employer contribution / active EE | $778 | $6,035-87.1% | $5,298-85.3% | $4,779-83.7% |
| Participant deferral / active EE | $1,160 | $5,806-80.0% | $5,081-77.2% | $5,609-79.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |