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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 | $84,701 | $117,846-28.1% | $102,434-17.3% | $145,884-41.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 975.70% | 31.90%+943.8pp | 29.46%+946.2pp | 551.85%+423.9pp |
| Employer contribution / active EE | $674 | $3,615-81.3% | $3,023-77.7% | $4,662-85.5% |
| Participant deferral / active EE | $1,399 | $5,733-75.6% | $5,055-72.3% | $6,690-79.1% |
| Admin fee / account holder | $71 | $13,356-99.5% | $9,462-99.2% | $13,392-99.5% |