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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 | $57,472 | $138,102-58.4% | $125,381-54.2% | $134,532-57.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.51% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $927 | $5,245-82.3% | $4,815-80.8% | $4,741-80.5% |
| Participant deferral / active EE | $1,275 | $7,801-83.7% | $7,448-82.9% | $6,401-80.1% |
| Admin fee / account holder | $212 | $11,568-98.2% | $10,007-97.9% | $11,429-98.1% |