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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 | $29,905 | $175,231-82.9% | $149,696-80.0% | $139,466-78.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.26% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $321 | $5,478-94.1% | $4,821-93.3% | $4,754-93.2% |
| Participant deferral / active EE | $641 | $6,521-90.2% | $5,682-88.7% | $6,712-90.5% |
| Admin fee / account holder | $254 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |