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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 | $33,129 | $160,040-79.3% | $147,096-77.5% | $145,877-77.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.43% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $985 | $5,289-81.4% | $4,936-80.0% | $4,663-78.9% |
| Participant deferral / active EE | $1,133 | $8,429-86.6% | $8,071-86.0% | $6,691-83.1% |
| Admin fee / account holder | $210 | $15,050-98.6% | $13,005-98.4% | $13,402-98.4% |