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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 | $32,219 | $100,938-68.1% | $90,461-64.4% | $158,982-79.7% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.7%+6.5pp | 82.0%-2.8pp |
| Annual return | 21.03% | 1727.20%-1706.2pp | 1294.76%-1273.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |