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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 | $8,957 | $88,710-89.9% | $81,783-89.0% | $145,959-93.9% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.4%+22.9pp | 80.3%+15.0pp |
| Annual return | 10.89% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |