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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 | $61,082 | $150,447-59.4% | $136,298-55.2% | $147,586-58.6% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 18.36% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $625 | $5,256-88.1% | $4,696-86.7% | $4,876-87.2% |
| Participant deferral / active EE | $4,950 | $6,631-25.3% | $6,247-20.8% | $5,439-9.0% |
| Admin fee / account holder | $205 | $10,906-98.1% | $9,244-97.8% | $10,886-98.1% |