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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,717 | $106,008-71.0% | $92,240-66.7% | $147,586-79.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 22.03% | 50.05%-28.0pp | 176.29%-154.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $486 | $4,333-88.8% | $3,680-86.8% | $4,876-90.0% |
| Participant deferral / active EE | $6,389 | $4,478+42.7% | $3,897+64.0% | $5,439+17.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |