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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 | $74,333 | $150,447-50.6% | $136,298-45.5% | $147,586-49.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 25.30% | 1049.15%-1023.9pp | 5156.27%-5131.0pp | 578.59%-553.3pp |
| Employer contribution / active EE | $152 | $5,256-97.1% | $4,696-96.8% | $4,876-96.9% |
| Participant deferral / active EE | $8,350 | $6,631+25.9% | $6,247+33.7% | $5,439+53.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |