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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 | $150,442+20.0% | $136,295+32.5% | $147,585+22.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.51% | 1049.09%-1029.6pp | 5155.97%-5136.5pp | 578.56%-559.0pp |
| Employer contribution / active EE | $799 | $5,256-84.8% | $4,695-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $1,597 | $6,630-75.9% | $6,247-74.4% | $5,439-70.6% |
| Admin fee / account holder | $81 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |