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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 | $190,160 | $217,427-12.5% | $185,837+2.3% | $167,518+13.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 106.43% | 148.39%-42.0pp | 122.08%-15.6pp | 478.71%-372.3pp |
| Employer contribution / active EE | $300 | $5,874-94.9% | $5,168-94.2% | $4,838-93.8% |
| Participant deferral / active EE | $300 | $6,357-95.3% | $5,568-94.6% | $6,342-95.3% |
| Admin fee / account holder | $30 | $19,816-99.8% | $16,241-99.8% | $12,312-99.8% |