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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 | $104,956 | $96,678+8.6% | $86,640+21.1% | $139,466-24.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 56.29% | 106.69%-50.4pp | 592.52%-536.2pp | 373.66%-317.4pp |
| Employer contribution / active EE | $250 | $3,265-92.3% | $3,024-91.7% | $4,754-94.7% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5 | $6,410-99.9% | $5,616-99.9% | $11,409-100.0% |