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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 | $29,509 | $160,040-81.6% | $147,096-79.9% | $145,877-79.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 12.94% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,211 | $8,429-85.6% | $8,071-85.0% | $6,691-81.9% |
| Admin fee / account holder | $149 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |