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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 | $110,766 | $183,988-39.8% | $162,177-31.7% | $152,897-27.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.48% | 150.79%-128.3pp | 115.60%-93.1pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,009 | $6,370-84.2% | $5,613-82.0% | $4,764-78.8% |
| Participant deferral / active EE | $1,035 | $8,032-87.1% | $7,297-85.8% | $5,851-82.3% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |