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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 | $88,084 | $138,076-36.2% | $123,553-28.7% | $135,380-34.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 5.23% | 153.70%-148.5pp | 119.21%-114.0pp | 519.81%-514.6pp |
| Employer contribution / active EE | $53 | $5,152-99.0% | $4,628-98.9% | $4,779-98.9% |
| Participant deferral / active EE | $76 | $6,800-98.9% | $6,426-98.8% | $5,609-98.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |