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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 | $49,144 | $196,972-75.1% | $182,262-73.0% | $198,609-75.3% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 17.09% | 158.27%-141.2pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,931 | $8,643-66.1% | $8,276-64.6% | $6,977-58.0% |
| Admin fee / account holder | $63 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |