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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 | $22,176 | $175,259-87.3% | $149,723-85.2% | $139,487-84.1% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 17.82% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,065 | $5,478-80.6% | $4,821-77.9% | $4,755-77.6% |
| Participant deferral / active EE | $1,247 | $6,522-80.9% | $5,682-78.1% | $6,713-81.4% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |