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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 | $20,726 | $175,257-88.2% | $149,717-86.2% | $139,456-85.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.67% | 166.70%-145.0pp | 134.41%-112.7pp | 373.45%-351.8pp |
| Employer contribution / active EE | $824 | $5,477-84.9% | $4,820-82.9% | $4,753-82.7% |
| Participant deferral / active EE | $1,479 | $6,521-77.3% | $5,682-74.0% | $6,711-78.0% |
| Admin fee / account holder | $284 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |