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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 | $94,577 | $209,425-54.8% | $178,499-47.0% | $158,966-40.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.97% | 188.80%-166.8pp | 151.10%-129.1pp | 302.95%-281.0pp |
| Employer contribution / active EE | $985 | $5,707-82.7% | $5,011-80.4% | $4,762-79.3% |
| Participant deferral / active EE | $1,218 | $5,955-79.5% | $5,202-76.6% | $5,983-79.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |