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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 | $123,842 | $97,761+26.7% | $83,850+47.7% | $135,382-8.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 5.74% | 1287.44%-1281.7pp | 850.92%-845.2pp | 519.77%-514.0pp |
| Employer contribution / active EE | $443 | $4,222-89.5% | $3,631-87.8% | $4,779-90.7% |
| Participant deferral / active EE | $2,513 | $4,682-46.3% | $4,082-38.4% | $5,609-55.2% |
| Admin fee / account holder | $191 | $6,674-97.1% | $5,478-96.5% | $10,829-98.2% |