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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 | $64,966 | $150,412-56.8% | $120,574-46.1% | $145,884-55.5% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 72.94% | 154.50%-81.6pp | 107.42%-34.5pp | 551.85%-478.9pp |
| Employer contribution / active EE | $394 | $4,355-91.0% | $3,471-88.7% | $4,662-91.6% |
| Participant deferral / active EE | $11,706 | $6,175+89.6% | $4,996+134.3% | $6,690+75.0% |
| Admin fee / account holder | $161 | $12,224-98.7% | $9,445-98.3% | $13,392-98.8% |