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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 | $159,978-8.9% | $147,041-0.9% | $145,978-0.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.00% | 98.36%-76.4pp | 419.21%-397.2pp | 550.52%-528.5pp |
| Employer contribution / active EE | $765 | $5,288-85.5% | $4,935-84.5% | $4,662-83.6% |
| Participant deferral / active EE | $2,195 | $8,429-74.0% | $8,071-72.8% | $6,690-67.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |