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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 | $230,519 | $180,459+27.7% | $154,108+49.6% | $135,380+70.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -4.88% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $678 | $6,035-88.8% | $5,298-87.2% | $4,779-85.8% |
| Participant deferral / active EE | $8,162 | $5,806+40.6% | $5,081+60.7% | $5,609+45.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |