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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 | $19,320 | $96,388-80.0% | $80,627-76.0% | $139,466-86.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.22% | 1352.08%-1331.9pp | 936.76%-916.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $112 | $3,260-96.6% | $2,723-95.9% | $4,754-97.6% |
| Participant deferral / active EE | $589 | $5,224-88.7% | $4,443-86.8% | $6,712-91.2% |
| Admin fee / account holder | $44 | $6,603-99.3% | $5,381-99.2% | $11,409-99.6% |