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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 | $13,543 | $72,426-81.3% | $67,560-80.0% | $145,897-90.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 7226.78%-7213.1pp | 3533.50%-3519.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $119 | $3,074-96.1% | $2,737-95.6% | $4,663-97.4% |
| Participant deferral / active EE | $328 | $4,785-93.2% | $4,004-91.8% | $6,689-95.1% |
| Admin fee / account holder | $45 | $5,514-99.2% | $3,994-98.9% | $13,390-99.7% |