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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 | $145,738 | $160,028-8.9% | $147,080-0.9% | $145,884-0.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.00% | 98.60%-76.6pp | 420.17%-398.2pp | 551.85%-529.8pp |
| Employer contribution / active EE | $765 | $5,286-85.5% | $4,933-84.5% | $4,662-83.6% |
| Participant deferral / active EE | $2,195 | $8,422-73.9% | $8,066-72.8% | $6,690-67.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |