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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 | $21,193 | $167,362-87.3% | $143,799-85.3% | $134,532-84.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 5509.24% | 0.47%+5508.8pp | -0.04%+5509.3pp | 418.27%+5091.0pp |
| Employer contribution / active EE | $366 | $5,620-93.5% | $4,952-92.6% | $4,741-92.3% |
| Participant deferral / active EE | $1,720 | $6,447-73.3% | $5,638-69.5% | $6,401-73.1% |
| Admin fee / account holder | $18 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |