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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 | $25,113 | $165,399-84.8% | $149,745-83.2% | $158,982-84.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 8.84% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.1pp |
| Employer contribution / active EE | $719 | $5,105-85.9% | $4,646-84.5% | $4,763-84.9% |
| Participant deferral / active EE | $1,166 | $7,183-83.8% | $6,843-83.0% | $5,983-80.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |