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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 | $99,438 | $100,060-0.6% | $149,721-33.6% | $70,126+41.8% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 16.35% | 27.46%-11.1pp | 1501.67%-1485.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $931 | $3,661-74.6% | $5,444-82.9% | $2,343-60.3% |
| Participant deferral / active EE | $7,357 | $4,982+47.7% | $6,568+12.0% | $3,332+120.8% |
| Admin fee / account holder | $71 | $8,285-99.1% | $11,282-99.4% | $4,645-98.5% |