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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 | $29,346 | $150,447-80.5% | $136,298-78.5% | $147,586-80.1% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 19.37% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $730 | $5,256-86.1% | $4,696-84.5% | $4,876-85.0% |
| Participant deferral / active EE | $730 | $6,631-89.0% | $6,247-88.3% | $5,439-86.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |