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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 | $143,244 | $171,867-16.7% | $149,721-4.3% | $147,586-2.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.33% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.59%-565.3pp |
| Employer contribution / active EE | $854 | $6,275-86.4% | $5,444-84.3% | $4,876-82.5% |
| Participant deferral / active EE | $94 | $7,270-98.7% | $6,568-98.6% | $5,439-98.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |