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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 | $12,261 | $169,336-92.8% | $129,384-90.5% | $145,884-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.08% | 14408.70%-14392.6pp | 9461.77%-9445.7pp | 551.85%-535.8pp |
| Employer contribution / active EE | $83 | $5,540-98.5% | $4,153-98.0% | $4,662-98.2% |
| Participant deferral / active EE | $104 | $4,985-97.9% | $4,166-97.5% | $6,690-98.4% |
| Admin fee / account holder | $49 | $9,912-99.5% | $7,686-99.4% | $13,392-99.6% |