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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 | $202,326+10.2% | $172,745+29.1% | $152,870+45.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.06% | 1029.72%-1005.7pp | 802.90%-778.8pp | 345.34%-321.3pp |
| Employer contribution / active EE | $1,051 | $5,858-82.1% | $5,144-79.6% | $4,763-77.9% |
| Participant deferral / active EE | $385 | $5,948-93.5% | $5,197-92.6% | $5,850-93.4% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |