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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 | $139,847 | $63,346+120.8% | $92,240+51.6% | $70,126+99.4% |
| Participation rate | 89.6% | 68.7%+20.9pp | 76.5%+13.1pp | 69.5%+20.0pp |
| Annual return | 264.87% | 530.19%-265.3pp | 176.29%+88.6pp | 73.15%+191.7pp |
| Employer contribution / active EE | $417 | $2,471-83.1% | $3,680-88.7% | $2,343-82.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $172 | $3,841-95.5% | $5,194-96.7% | $4,645-96.3% |