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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 | $228,834 | $209,425+9.3% | $178,499+28.2% | $158,966+44.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.19% | 188.80%-179.6pp | 151.10%-141.9pp | 302.95%-293.8pp |
| Employer contribution / active EE | $657 | $5,707-88.5% | $5,011-86.9% | $4,762-86.2% |
| Participant deferral / active EE | $1,000 | $5,955-83.2% | $5,202-80.8% | $5,983-83.3% |
| Admin fee / account holder | $6 | $17,078-100.0% | $13,986-100.0% | $11,250-99.9% |