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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 | $56,763 | $150,447-62.3% | $136,298-58.4% | $147,586-61.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 70.93% | 1049.15%-978.2pp | 5156.27%-5085.3pp | 578.59%-507.7pp |
| Employer contribution / active EE | $329 | $5,256-93.7% | $4,696-93.0% | $4,876-93.2% |
| Participant deferral / active EE | $525 | $6,631-92.1% | $6,247-91.6% | $5,439-90.3% |
| Admin fee / account holder | $14 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |