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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 | $62,029 | $112,121-44.7% | $95,960-35.4% | $158,966-61.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 15.81% | 171.16%-155.4pp | 91.63%-75.8pp | 302.95%-287.1pp |
| Employer contribution / active EE | $194 | $3,199-93.9% | $2,541-92.4% | $4,762-95.9% |
| Participant deferral / active EE | $776 | $4,784-83.8% | $4,167-81.4% | $5,983-87.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |