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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 | $29,396 | $183,539-84.0% | $155,556-81.1% | $145,897-79.9% |
| Participation rate | 81.0% | 82.7%-1.8pp | 78.2%+2.7pp | 80.3%+0.6pp |
| Annual return | 18.94% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $455 | $6,467-93.0% | $5,631-91.9% | $6,689-93.2% |
| Admin fee / account holder | $26 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |