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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 | $64,102 | $183,988-65.2% | $162,177-60.5% | $152,897-58.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 3854.44% | 150.79%+3703.7pp | 115.60%+3738.8pp | 345.43%+3509.0pp |
| Employer contribution / active EE | $836 | $6,370-86.9% | $5,613-85.1% | $4,764-82.4% |
| Participant deferral / active EE | $9,640 | $8,032+20.0% | $7,297+32.1% | $5,851+64.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |