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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 | $34,774 | $159,978-78.3% | $147,041-76.4% | $145,978-76.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.22% | 98.36%-82.1pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,278 | $8,429-84.8% | $8,071-84.2% | $6,690-80.9% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |