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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 | $37,926 | $159,978-76.3% | $147,041-74.2% | $145,978-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 293.26% | 98.36%+194.9pp | 419.21%-126.0pp | 550.52%-257.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $38 | $8,429-99.5% | $8,071-99.5% | $6,690-99.4% |
| Admin fee / account holder | $33 | $15,053-99.8% | $13,006-99.7% | $13,400-99.8% |