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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 | $0 | $688,502-100.0% | $612,566-100.0% | $461,066-100.0% |
| Participation rate | 0.0% | 93.5%-93.5pp | 89.6%-89.6pp | 87.7%-87.7pp |
| Annual return | 18.01% | 673.65%-655.6pp | 668.32%-650.3pp | 484.84%-466.8pp |
| Employer contribution / active EE | $16,819 | $15,083+11.5% | $13,765+22.2% | $9,163+83.6% |
| Participant deferral / active EE | $20,375 | $11,956+70.4% | $10,655+91.2% | $6,032+237.8% |
| Admin fee / account holder | $0 | $17,670-100.0% | $19,357-100.0% | $28,147-100.0% |