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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 | $51,461 | $150,446-65.8% | $136,297-62.2% | $147,585-65.1% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 25.20% | 1049.14%-1023.9pp | 5156.19%-5131.0pp | 578.58%-553.4pp |
| Employer contribution / active EE | $794 | $5,256-84.9% | $4,696-83.1% | $4,876-83.7% |
| Participant deferral / active EE | $153 | $6,631-97.7% | $6,247-97.6% | $5,439-97.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |