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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 | $29,734 | $107,363-72.3% | $92,909-68.0% | $152,897-80.6% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.5%+1.8pp |
| Annual return | 14.79% | 145.63%-130.8pp | 109.44%-94.7pp | 345.43%-330.6pp |
| Employer contribution / active EE | $598 | $4,222-85.8% | $3,653-83.6% | $4,764-87.4% |
| Participant deferral / active EE | $1,139 | $4,848-76.5% | $4,238-73.1% | $5,851-80.5% |
| Admin fee / account holder | $103 | $7,082-98.5% | $5,795-98.2% | $11,599-99.1% |