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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 | $181,252 | $109,372+65.7% | $89,414+102.7% | $158,966+14.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.80% | 345.55%-337.8pp | 245.50%-237.7pp | 302.95%-295.1pp |
| Employer contribution / active EE | $51 | $3,171-98.4% | $2,586-98.0% | $4,762-98.9% |
| Participant deferral / active EE | $54 | $4,598-98.8% | $3,890-98.6% | $5,983-99.1% |
| Admin fee / account holder | $109 | $6,156-98.2% | $4,883-97.8% | $11,250-99.0% |