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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 | $10,887 | $72,403-85.0% | $67,524-83.9% | $145,978-92.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.01% | 7197.23%-7180.2pp | 3519.41%-3502.4pp | 550.52%-533.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $495 | $4,782-89.6% | $4,001-87.6% | $6,690-92.6% |
| Admin fee / account holder | $23 | $5,541-99.6% | $4,001-99.4% | $13,400-99.8% |