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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 | $76,185 | $202,342-62.3% | $172,752-55.9% | $152,897-50.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.05% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,166 | $5,858-80.1% | $5,144-77.3% | $4,764-75.5% |
| Participant deferral / active EE | $1,567 | $5,948-73.7% | $5,198-69.9% | $5,851-73.2% |
| Admin fee / account holder | $84 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |