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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 | $43,544 | $198,462-78.1% | $170,439-74.5% | $147,585-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.17% | 257.30%-237.1pp | 205.94%-185.8pp | 578.58%-558.4pp |
| Employer contribution / active EE | $910 | $6,184-85.3% | $5,433-83.2% | $4,876-81.3% |
| Participant deferral / active EE | $1,785 | $5,629-68.3% | $4,939-63.9% | $5,439-67.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |