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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 | $41,730 | $217,432-80.8% | $185,851-77.5% | $167,553-75.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 21.22% | 148.43%-127.2pp | 122.11%-100.9pp | 478.89%-457.7pp |
| Employer contribution / active EE | $40 | $5,874-99.3% | $5,168-99.2% | $4,840-99.2% |
| Participant deferral / active EE | $879 | $6,357-86.2% | $5,569-84.2% | $6,343-86.1% |
| Admin fee / account holder | $40 | $19,820-99.8% | $16,245-99.8% | $12,316-99.7% |