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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 | $97,341 | $135,639-28.2% | $110,241-11.7% | $135,382-28.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23 | $11,457-99.8% | $8,548-99.7% | $10,829-99.8% |