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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 | $41,348 | $176,120-76.5% | $159,487-74.1% | $167,553-75.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.70% | 331.95%-316.2pp | 263.71%-248.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $709 | $5,299-86.6% | $4,831-85.3% | $4,840-85.3% |
| Participant deferral / active EE | $1,073 | $7,752-86.2% | $7,354-85.4% | $6,343-83.1% |
| Admin fee / account holder | $25 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |