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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 | $19,235 | $175,231-89.0% | $149,696-87.2% | $139,466-86.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.98% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $641 | $5,478-88.3% | $4,821-86.7% | $4,754-86.5% |
| Participant deferral / active EE | $788 | $6,521-87.9% | $5,682-86.1% | $6,712-88.3% |
| Admin fee / account holder | $100 | $16,155-99.4% | $13,212-99.2% | $11,409-99.1% |