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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 | $147,595 | $198,457-25.6% | $170,435-13.4% | $147,5860% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 13.73% | 257.30%-243.6pp | 205.94%-192.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $699 | $6,183-88.7% | $5,432-87.1% | $4,876-85.7% |
| Participant deferral / active EE | $1,269 | $5,629-77.5% | $4,939-74.3% | $5,439-76.7% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |