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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 | $58,336 | $138,114-57.8% | $125,391-53.5% | $134,545-56.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 9.37% | 750.88%-741.5pp | 572.41%-563.0pp | 418.37%-409.0pp |
| Employer contribution / active EE | $900 | $5,246-82.8% | $4,816-81.3% | $4,742-81.0% |
| Participant deferral / active EE | $1,250 | $7,801-84.0% | $7,448-83.2% | $6,401-80.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |