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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 | $96,813 | $209,888-53.9% | $189,545-48.9% | $167,553-42.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 10.76% | 748.66%-737.9pp | 555.36%-544.6pp | 478.89%-468.1pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $969 | $8,934-89.2% | $8,220-88.2% | $6,343-84.7% |
| Admin fee / account holder | $18 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |