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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 | $114,471 | $180,749-36.7% | $160,784-28.8% | $137,256-16.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.61% | 2234.46%-2216.9pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $39 | $4,155-99.1% | $3,733-99.0% | $4,156-99.1% |
| Participant deferral / active EE | $513 | $6,844-92.5% | $6,293-91.9% | $6,407-92.0% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |