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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 | $119,466 | $102,638+16.4% | $81,982+45.7% | $158,982-24.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.97% | 61.05%-41.1pp | 41.31%-21.3pp | 302.99%-283.0pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $175 | $4,649-96.2% | $3,722-95.3% | $5,983-97.1% |
| Admin fee / account holder | $63 | $8,237-99.2% | $5,665-98.9% | $11,252-99.4% |