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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 | $48,620 | $150,447-67.7% | $136,298-64.3% | $147,586-67.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.27% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $572 | $6,631-91.4% | $6,247-90.9% | $5,439-89.5% |
| Admin fee / account holder | $30 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |