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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 | $34,750 | $152,612-77.2% | $125,192-72.2% | $152,897-77.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5818.69% | 54.85%+5763.8pp | 43.79%+5774.9pp | 345.43%+5473.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $540 | $5,868-90.8% | $4,937-89.1% | $5,851-90.8% |
| Admin fee / account holder | $123 | $13,437-99.1% | $9,704-98.7% | $11,599-98.9% |