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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 | $112,175 | $150,447-25.4% | $136,298-17.7% | $147,586-24.0% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 19.78% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $298 | $5,256-94.3% | $4,696-93.6% | $4,876-93.9% |
| Participant deferral / active EE | $8,350 | $6,631+25.9% | $6,247+33.7% | $5,439+53.5% |
| Admin fee / account holder | $29 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |