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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 | $41,266 | $121,701-66.1% | $104,639-60.6% | $158,982-74.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 19.37% | 465.72%-446.3pp | 340.67%-321.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $95 | $4,176-97.7% | $3,738-97.5% | $5,983-98.4% |
| Admin fee / account holder | $215 | $7,778-97.2% | $6,465-96.7% | $11,252-98.1% |