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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 | $79,032 | $64,324+22.9% | $118,914-33.5% | $79,856-1.0% |
| Participation rate | 98.4% | 64.9%+33.6pp | 75.4%+23.0pp | 69.6%+28.8pp |
| Annual return | 875.48% | 86.45%+789.0pp | 35.89%+839.6pp | 31.71%+843.8pp |
| Employer contribution / active EE | $359 | $1,836-80.5% | $3,264-89.0% | $2,471-85.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $127 | $4,040-96.9% | $6,582-98.1% | $5,306-97.6% |