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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 | $135,588 | $102,422+32.4% | $147,117-7.8% | $80,959+67.5% |
| Participation rate | 89.3% | 75.9%+13.4pp | 82.2%+7.1pp | 67.7%+21.6pp |
| Annual return | 16.47% | 135.16%-118.7pp | 420.54%-404.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $588 | $3,717-84.2% | $4,932-88.1% | $2,757-78.7% |
| Participant deferral / active EE | $2,209 | $6,652-66.8% | $8,065-72.6% | $4,300-48.6% |
| Admin fee / account holder | $170 | $7,953-97.9% | $12,993-98.7% | $6,925-97.5% |