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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 | $31,165 | $217,432-85.7% | $185,849-83.2% | $167,536-81.4% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 19.94% | 148.42%-128.5pp | 122.10%-102.2pp | 478.82%-458.9pp |
| Employer contribution / active EE | $524 | $5,875-91.1% | $5,169-89.9% | $4,839-89.2% |
| Participant deferral / active EE | $1,232 | $6,357-80.6% | $5,569-77.9% | $6,342-80.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |