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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 | $80,882 | $160,028-49.5% | $147,080-45.0% | $145,884-44.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.52% | 98.60%-88.1pp | 420.17%-409.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $816 | $5,286-84.6% | $4,933-83.5% | $4,662-82.5% |
| Participant deferral / active EE | $2,047 | $8,422-75.7% | $8,066-74.6% | $6,690-69.4% |
| Admin fee / account holder | $75 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |