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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 | $180,619 | $90,530+99.5% | $76,030+137.6% | $145,897+23.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 9.28% | 625.08%-615.8pp | 361.54%-352.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |