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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 | $74,311 | $144,130-48.4% | $117,861-37.0% | $147,586-49.6% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 18.02% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $706 | $4,897-85.6% | $3,786-81.3% | $4,876-85.5% |
| Participant deferral / active EE | $831 | $5,316-84.4% | $4,482-81.5% | $5,439-84.7% |
| Admin fee / account holder | $7 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |