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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 | $61,522 | $202,342-69.6% | $172,753-64.4% | $152,909-59.8% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 15.10% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $825 | $5,857-85.9% | $5,144-84.0% | $4,764-82.7% |
| Participant deferral / active EE | $1,671 | $5,948-71.9% | $5,198-67.9% | $5,851-71.4% |
| Admin fee / account holder | $265 | $17,112-98.5% | $13,956-98.1% | $11,601-97.7% |