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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 | $14,428 | $100,938-85.7% | $90,461-84.1% | $158,982-90.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 12.30% | 1727.20%-1714.9pp | 1294.76%-1282.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $170 | $4,350-96.1% | $3,964-95.7% | $5,983-97.2% |
| Admin fee / account holder | $68 | $6,510-99.0% | $5,617-98.8% | $11,252-99.4% |