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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 | $54,402 | $110,337-50.7% | $102,383-46.9% | $145,877-62.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2957.50% | 24.83%+2932.7pp | 24.94%+2932.6pp | 551.28%+2406.2pp |
| Employer contribution / active EE | $757 | $4,216-82.0% | $3,870-80.4% | $4,663-83.8% |
| Participant deferral / active EE | $898 | $5,621-84.0% | $5,060-82.3% | $6,691-86.6% |
| Admin fee / account holder | $32 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |