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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 | $29,568 | $162,812-81.8% | $133,971-77.9% | $158,966-81.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 26937.41% | 41.94%+26895.5pp | 45.09%+26892.3pp | 302.95%+26634.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,538 | $5,910-74.0% | $5,047-69.5% | $5,983-74.3% |
| Admin fee / account holder | $145 | $11,741-98.8% | $8,929-98.4% | $11,250-98.7% |