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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 | $158,234 | $111,535+41.9% | $105,223+50.4% | $137,256+15.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.74% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | -$121 | $3,939-103.1% | $3,689-103.3% | $4,156-102.9% |
| Participant deferral / active EE | $992 | $5,500-82.0% | $5,072-80.4% | $6,407-84.5% |
| Admin fee / account holder | $4 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |