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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 | $142,386 | $176,120-19.2% | $159,487-10.7% | $167,553-15.0% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.97% | 331.95%-317.0pp | 263.71%-248.7pp | 478.89%-463.9pp |
| Employer contribution / active EE | $786 | $5,299-85.2% | $4,831-83.7% | $4,840-83.8% |
| Participant deferral / active EE | $1,157 | $7,752-85.1% | $7,354-84.3% | $6,343-81.8% |
| Admin fee / account holder | $21 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |