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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 | $36,126 | $202,342-82.1% | $172,752-79.1% | $152,897-76.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.87% | 1029.83%-1009.0pp | 802.97%-782.1pp | 345.43%-324.6pp |
| Employer contribution / active EE | $744 | $5,858-87.3% | $5,144-85.5% | $4,764-84.4% |
| Participant deferral / active EE | $1,488 | $5,948-75.0% | $5,198-71.4% | $5,851-74.6% |
| Admin fee / account holder | $139 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |