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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 | $150,442-74.5% | $136,295-71.8% | $147,585-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.73% | 1049.09%-1037.4pp | 5155.97%-5144.2pp | 578.56%-566.8pp |
| Employer contribution / active EE | $593 | $5,256-88.7% | $4,695-87.4% | $4,876-87.8% |
| Participant deferral / active EE | $1,648 | $6,630-75.1% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $152 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |