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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 | $55,046 | $209,428-73.7% | $178,498-69.2% | $158,950-65.4% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.39% | 188.78%-173.4pp | 151.09%-135.7pp | 302.91%-287.5pp |
| Employer contribution / active EE | $585 | $5,707-89.7% | $5,011-88.3% | $4,762-87.7% |
| Participant deferral / active EE | $585 | $5,955-90.2% | $5,202-88.7% | $5,983-90.2% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |