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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 | $67,810 | $180,459-62.4% | $154,108-56.0% | $135,380-49.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.39% | 888.21%-886.8pp | 735.21%-733.8pp | 519.81%-518.4pp |
| Employer contribution / active EE | $757 | $6,035-87.5% | $5,298-85.7% | $4,779-84.2% |
| Participant deferral / active EE | $442 | $5,806-92.4% | $5,081-91.3% | $5,609-92.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |