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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 | $53,655 | $165,399-67.6% | $149,745-64.2% | $158,982-66.3% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 15.92% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $839 | $5,105-83.6% | $4,646-81.9% | $4,763-82.4% |
| Participant deferral / active EE | $1,936 | $7,183-73.1% | $6,843-71.7% | $5,983-67.6% |
| Admin fee / account holder | $59 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |