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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 | $88,251 | $138,114-36.1% | $125,391-29.6% | $134,545-34.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | 27.60% | 750.88%-723.3pp | 572.41%-544.8pp | 418.37%-390.8pp |
| Employer contribution / active EE | $163 | $5,246-96.9% | $4,816-96.6% | $4,742-96.6% |
| Participant deferral / active EE | $193 | $7,801-97.5% | $7,448-97.4% | $6,401-97.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |