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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 | $38,436 | $150,447-74.5% | $136,298-71.8% | $147,586-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.73% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $593 | $5,256-88.7% | $4,696-87.4% | $4,876-87.8% |
| Participant deferral / active EE | $1,648 | $6,631-75.1% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $152 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |