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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 | $7,499 | $99,995-92.5% | $85,063-91.2% | $145,978-94.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 366.30% | 83.99%+282.3pp | 66.54%+299.8pp | 550.52%-184.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |