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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 | $22,393 | $175,231-87.2% | $149,696-85.0% | $139,466-83.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 73478.02% | 166.77%+73311.3pp | 134.46%+73343.6pp | 373.66%+73104.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $56 | $6,521-99.1% | $5,682-99.0% | $6,712-99.2% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |