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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 | $39,590 | $171,867-77.0% | $149,721-73.6% | $147,586-73.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 15.83% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $900 | $6,275-85.7% | $5,444-83.5% | $4,876-81.5% |
| Participant deferral / active EE | $2,005 | $7,270-72.4% | $6,568-69.5% | $5,439-63.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |