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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 | $46,007 | $157,276-70.7% | $141,177-67.4% | $152,885-69.9% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 939.90% | 64.33%+875.6pp | 71.40%+868.5pp | 345.39%+594.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,208 | $7,110+15.4% | $6,710+22.3% | $5,851+40.3% |
| Admin fee / account holder | $6 | $12,123-100.0% | $10,263-99.9% | $11,598-100.0% |