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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 | $0 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 15.53% | 74.59%-59.1pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $804 | $4,804-83.3% | $4,554-82.3% | $4,156-80.7% |
| Participant deferral / active EE | $881 | $8,216-89.3% | $7,897-88.8% | $6,407-86.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |