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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 | $62,442 | $171,867-63.7% | $149,721-58.3% | $147,586-57.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 14.12% | 2113.36%-2099.2pp | 1501.67%-1487.6pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,196 | $6,275-80.9% | $5,444-78.0% | $4,876-75.5% |
| Participant deferral / active EE | $4,109 | $7,270-43.5% | $6,568-37.4% | $5,439-24.4% |
| Admin fee / account holder | $285 | $13,799-97.9% | $11,282-97.5% | $10,886-97.4% |