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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 | $51,691 | $180,749-71.4% | $160,784-67.9% | $137,256-62.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.61% | 2234.46%-2212.9pp | 1803.92%-1782.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $208 | $4,155-95.0% | $3,733-94.4% | $4,156-95.0% |
| Participant deferral / active EE | $208 | $6,844-97.0% | $6,293-96.7% | $6,407-96.8% |
| Admin fee / account holder | $139 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |