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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 | $39,174 | $198,461-80.3% | $170,436-77.0% | $147,585-73.5% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 9.49% | 257.30%-247.8pp | 205.94%-196.4pp | 578.57%-569.1pp |
| Employer contribution / active EE | $1,259 | $6,184-79.6% | $5,433-76.8% | $4,876-74.2% |
| Participant deferral / active EE | $1,627 | $5,629-71.1% | $4,939-67.1% | $5,439-70.1% |
| Admin fee / account holder | $287 | $16,852-98.3% | $13,880-97.9% | $10,885-97.4% |