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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 | $179,009 | $132,634+35.0% | $115,768+54.6% | $137,256+30.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 16.41% | 160.70%-144.3pp | 100.46%-84.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,460 | $5,619-74.0% | $4,917-70.3% | $6,407-77.2% |
| Admin fee / account holder | $87 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |