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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 | $247,297 | $138,114+79.1% | $125,391+97.2% | $134,545+83.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.07% | 750.88%-760.0pp | 572.41%-581.5pp | 418.37%-427.4pp |
| Employer contribution / active EE | $627 | $5,246-88.0% | $4,816-87.0% | $4,742-86.8% |
| Participant deferral / active EE | $417 | $7,801-94.7% | $7,448-94.4% | $6,401-93.5% |
| Admin fee / account holder | $5 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |