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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 | $124,346-50.3% | $111,306-44.5% | $167,553-63.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 1208.24% | 37.46%+1170.8pp | 54.67%+1153.6pp | 478.89%+729.3pp |
| Employer contribution / active EE | $617 | $3,438-82.0% | $2,732-77.4% | $4,840-87.2% |
| Participant deferral / active EE | $2,961 | $5,182-42.9% | $4,488-34.0% | $6,343-53.3% |
| Admin fee / account holder | $9 | $10,623-99.9% | $7,966-99.9% | $12,316-99.9% |