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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 | $15,923 | $88,778-82.1% | $81,844-80.5% | $145,884-89.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.43% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $145 | $3,087-95.3% | $2,916-95.0% | $4,662-96.9% |
| Participant deferral / active EE | $214 | $4,648-95.4% | $4,323-95.1% | $6,690-96.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |