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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 | $73,715 | $201,370-63.4% | $184,256-60.0% | $145,897-49.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.94% | 29.05%-15.1pp | 28.85%-14.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,282 | $7,024-81.8% | $6,427-80.1% | $4,663-72.5% |
| Participant deferral / active EE | $2,114 | $9,808-78.4% | $9,133-76.9% | $6,689-68.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |