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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 | $227,586 | $106,008+114.7% | $92,240+146.7% | $147,586+54.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.61% | 50.05%-34.4pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $624 | $4,333-85.6% | $3,680-83.0% | $4,876-87.2% |
| Participant deferral / active EE | $9,433 | $4,478+110.6% | $3,897+142.1% | $5,439+73.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |