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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 | $177,814 | $156,398+13.7% | $147,318+20.7% | $138,895+28.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 25.18% | 78.75%-53.6pp | 70.43%-45.3pp | 145.39%-120.2pp |
| Employer contribution / active EE | $408 | $4,853-91.6% | $4,593-91.1% | $4,194-90.3% |
| Participant deferral / active EE | $765 | $8,237-90.7% | $7,906-90.3% | $6,396-88.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |