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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 | $94,552 | $171,865-45.0% | $149,718-36.8% | $147,585-35.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.39% | 2113.29%-2093.9pp | 1501.67%-1482.3pp | 578.56%-559.2pp |
| Employer contribution / active EE | $919 | $6,275-85.4% | $5,445-83.1% | $4,876-81.2% |
| Participant deferral / active EE | $1,800 | $7,270-75.2% | $6,569-72.6% | $5,439-66.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |