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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 | $111,830-38.8% | $93,696-27.0% | $145,884-53.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.90% | 204.08%-189.2pp | 133.74%-118.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $413 | $3,093-86.6% | $2,422-82.9% | $4,662-91.1% |
| Participant deferral / active EE | $10,012 | $4,920+103.5% | $4,417+126.7% | $6,690+49.7% |
| Admin fee / account holder | $292 | $10,249-97.2% | $8,287-96.5% | $13,392-97.8% |