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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 | $223,044 | $202,342+10.2% | $172,753+29.1% | $152,909+45.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.06% | 1029.88%-1005.8pp | 803.00%-778.9pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,051 | $5,857-82.1% | $5,144-79.6% | $4,764-77.9% |
| Participant deferral / active EE | $385 | $5,948-93.5% | $5,198-92.6% | $5,851-93.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |