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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 | $68,407 | $111,785-38.8% | $93,669-27.0% | $145,877-53.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.90% | 203.79%-188.9pp | 133.59%-118.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $413 | $3,096-86.7% | $2,424-83.0% | $4,663-91.1% |
| Participant deferral / active EE | $10,012 | $4,919+103.5% | $4,416+126.7% | $6,691+49.6% |
| Admin fee / account holder | $292 | $10,256-97.2% | $8,291-96.5% | $13,402-97.8% |