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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 | $210,594 | $150,447+40.0% | $136,298+54.5% | $147,586+42.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.30% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,434 | $6,631-78.4% | $6,247-77.0% | $5,439-73.6% |
| Admin fee / account holder | $58 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |