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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 | $180,570 | $150,447+20.0% | $136,298+32.5% | $147,586+22.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.51% | 1049.15%-1029.6pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $799 | $5,256-84.8% | $4,696-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $1,597 | $6,631-75.9% | $6,247-74.4% | $5,439-70.6% |
| Admin fee / account holder | $81 | $10,906-99.3% | $9,244-99.1% | $10,886-99.3% |