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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 | $165,351-84.8% | $149,710-83.2% | $158,931-84.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 8.84% | 348.19%-339.3pp | 276.63%-267.8pp | 302.86%-294.0pp |
| Employer contribution / active EE | $719 | $5,103-85.9% | $4,645-84.5% | $4,761-84.9% |
| Participant deferral / active EE | $1,166 | $7,181-83.8% | $6,842-83.0% | $5,982-80.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |