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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 | $61,761 | $124,324-50.3% | $111,303-44.5% | $167,497-63.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 1208.24% | 37.44%+1170.8pp | 54.66%+1153.6pp | 478.62%+729.6pp |
| Employer contribution / active EE | $617 | $3,436-82.0% | $2,731-77.4% | $4,838-87.2% |
| Participant deferral / active EE | $2,961 | $5,181-42.9% | $4,488-34.0% | $6,341-53.3% |
| Admin fee / account holder | $9 | $10,620-99.9% | $7,965-99.9% | $12,310-99.9% |