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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 | $72,615 | $185,312-60.8% | $161,489-55.0% | $154,746-53.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.46% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $623 | $4,769-86.9% | $4,268-85.4% | $4,379-85.8% |
| Participant deferral / active EE | $1,617 | $6,350-74.5% | $5,630-71.3% | $6,730-76.0% |
| Admin fee / account holder | $45 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |