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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 | $134,321 | $150,442-10.7% | $136,295-1.4% | $147,585-9.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.00% | 1049.09%-1028.1pp | 5155.97%-5135.0pp | 578.56%-557.6pp |
| Employer contribution / active EE | $221 | $5,256-95.8% | $4,695-95.3% | $4,876-95.5% |
| Participant deferral / active EE | $1,473 | $6,630-77.8% | $6,247-76.4% | $5,439-72.9% |
| Admin fee / account holder | $112 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |