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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 | $203,643 | $92,766+119.5% | $82,763+146.1% | $134,545+51.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 15.46% | 946.97%-931.5pp | 702.45%-687.0pp | 418.37%-402.9pp |
| Employer contribution / active EE | $209 | $3,273-93.6% | $3,008-93.1% | $4,742-95.6% |
| Participant deferral / active EE | $1,735 | $4,802-63.9% | $4,395-60.5% | $6,401-72.9% |
| Admin fee / account holder | $6 | $5,978-99.9% | $5,325-99.9% | $11,431-99.9% |