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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 | $56,882 | $180,455-68.5% | $154,111-63.1% | $135,377-58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.01% | 888.14%-885.1pp | 735.15%-732.1pp | 519.75%-516.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $150 | $5,806-97.4% | $5,081-97.0% | $5,609-97.3% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,828-100.0% |