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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 | $221,674 | $185,883+19.3% | $170,043+30.4% | $139,466+58.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.77% | 60.54%-22.8pp | 53.40%-15.6pp | 373.66%-335.9pp |
| Employer contribution / active EE | $1,426 | $7,596-81.2% | $6,790-79.0% | $4,754-70.0% |
| Participant deferral / active EE | $1,426 | $11,626-87.7% | $10,410-86.3% | $6,712-78.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |