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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 | $211,220 | $144,130+46.5% | $117,860+79.2% | $147,585+43.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 60.48% | 531.20%-470.7pp | 335.10%-274.6pp | 578.58%-518.1pp |
| Employer contribution / active EE | $16 | $4,897-99.7% | $3,786-99.6% | $4,876-99.7% |
| Participant deferral / active EE | $538 | $5,316-89.9% | $4,482-88.0% | $5,439-90.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |