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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 | $86,659 | $197,637-56.2% | $177,848-51.3% | $158,982-45.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 15.32% | 58.77%-43.4pp | 48.33%-33.0pp | 302.99%-287.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,077 | $8,405-75.3% | $7,714-73.1% | $5,983-65.3% |
| Admin fee / account holder | $71 | $15,406-99.5% | $12,431-99.4% | $11,252-99.4% |