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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 | $91,430 | $82,630+10.6% | $64,105+42.6% | $125,389-27.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | 0.62% | 1489.72%-1489.1pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $156 | $2,671-94.2% | $1,820-91.5% | $4,866-96.8% |
| Participant deferral / active EE | $623 | $3,608-82.7% | $2,822-77.9% | $5,352-88.4% |
| Admin fee / account holder | $43 | $6,382-99.3% | $4,499-99.0% | $9,541-99.5% |