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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 | $38,551 | $176,105-78.1% | $159,474-75.8% | $167,536-77.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.85% | 331.91%-320.1pp | 263.68%-251.8pp | 478.82%-467.0pp |
| Employer contribution / active EE | $916 | $5,299-82.7% | $4,831-81.0% | $4,839-81.1% |
| Participant deferral / active EE | $1,058 | $7,751-86.3% | $7,353-85.6% | $6,342-83.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |