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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 | $19,257 | $160,040-88.0% | $147,096-86.9% | $145,877-86.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5728.96% | 98.49%+5630.5pp | 419.75%+5309.2pp | 551.28%+5177.7pp |
| Employer contribution / active EE | $419 | $5,289-92.1% | $4,936-91.5% | $4,663-91.0% |
| Participant deferral / active EE | $419 | $8,429-95.0% | $8,071-94.8% | $6,691-93.7% |
| Admin fee / account holder | $29 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |