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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 | $47,869 | $217,432-78.0% | $185,849-74.2% | $167,536-71.4% |
| Participation rate | 94.1% | 86.1%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 12.35% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.5pp |
| Employer contribution / active EE | $379 | $5,875-93.5% | $5,169-92.7% | $4,839-92.2% |
| Participant deferral / active EE | $1,827 | $6,357-71.3% | $5,569-67.2% | $6,342-71.2% |
| Admin fee / account holder | $84 | $19,818-99.6% | $16,244-99.5% | $12,315-99.3% |