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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 | $31,194 | $226,090-86.2% | $182,531-82.9% | $152,885-79.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.5%-2.5pp |
| Annual return | 19.51% | 192.57%-173.1pp | 148.57%-129.1pp | 345.39%-325.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $947 | $6,369-85.1% | $5,525-82.9% | $5,851-83.8% |
| Admin fee / account holder | $243 | $10,705-97.7% | $8,593-97.2% | $11,598-97.9% |