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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 | $7,478 | $96,361-92.2% | $80,607-90.7% | $139,456-94.6% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 12.18% | 1350.95%-1338.8pp | 936.11%-923.9pp | 373.45%-361.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $820 | $5,232-84.3% | $4,448-81.6% | $6,711-87.8% |
| Admin fee / account holder | $33 | $6,601-99.5% | $5,379-99.4% | $11,407-99.7% |