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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 | $176,327 | $202,342-12.9% | $172,753+2.1% | $152,909+15.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 17.77% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $587 | $5,857-90.0% | $5,144-88.6% | $4,764-87.7% |
| Participant deferral / active EE | $950 | $5,948-84.0% | $5,198-81.7% | $5,851-83.8% |
| Admin fee / account holder | $7 | $17,112-100.0% | $13,956-99.9% | $11,601-99.9% |