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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 | $31,713 | $72,269-56.1% | $101,271-68.7% | $79,852-60.3% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 1706.11% | 22.29%+1683.8pp | 46.48%+1659.6pp | 31.72%+1674.4pp |
| Employer contribution / active EE | $501 | $2,692-81.4% | $3,660-86.3% | $2,471-79.7% |
| Participant deferral / active EE | $797 | $3,282-75.7% | $4,371-81.8% | $3,740-78.7% |
| Admin fee / account holder | $1 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |