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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 | $111,878-38.9% | $93,727-27.0% | $145,897-53.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.90% | 204.28%-189.4pp | 133.83%-118.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $413 | $3,092-86.6% | $2,421-82.9% | $4,663-91.1% |
| Participant deferral / active EE | $10,012 | $4,920+103.5% | $4,417+126.7% | $6,689+49.7% |
| Admin fee / account holder | $292 | $10,256-97.2% | $8,292-96.5% | $13,390-97.8% |