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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 | $53,841 | $209,422-74.3% | $178,503-69.8% | $158,982-66.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.59% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $620 | $5,707-89.1% | $5,011-87.6% | $4,763-87.0% |
| Participant deferral / active EE | $4,143 | $5,955-30.4% | $5,202-20.4% | $5,983-30.8% |
| Admin fee / account holder | $270 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |