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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 | $101,808 | $175,231-41.9% | $149,696-32.0% | $139,466-27.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 41.04% | 166.77%-125.7pp | 134.46%-93.4pp | 373.66%-332.6pp |
| Employer contribution / active EE | $832 | $5,478-84.8% | $4,821-82.7% | $4,754-82.5% |
| Participant deferral / active EE | $1,040 | $6,521-84.1% | $5,682-81.7% | $6,712-84.5% |
| Admin fee / account holder | $58 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |