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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 | $29,709 | $100,895-70.6% | $90,430-67.1% | $158,950-81.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 7.05% | 1725.54%-1718.5pp | 1293.73%-1286.7pp | 302.91%-295.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $477 | $4,347-89.0% | $3,963-88.0% | $5,983-92.0% |
| Admin fee / account holder | $234 | $6,505-96.4% | $5,613-95.8% | $11,248-97.9% |