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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 | $52,380 | $183,978-71.5% | $162,171-67.7% | $152,885-65.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 20.95% | 150.78%-129.8pp | 115.60%-94.7pp | 345.39%-324.4pp |
| Employer contribution / active EE | $1,015 | $6,370-84.1% | $5,613-81.9% | $4,763-78.7% |
| Participant deferral / active EE | $2,295 | $8,033-71.4% | $7,297-68.6% | $5,851-60.8% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |