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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 | $124,375 | $59,006+110.8% | $97,295+27.8% | $74,478+67.0% |
| Participation rate | 99.0% | 63.7%+35.3pp | 72.7%+26.3pp | 67.2%+31.8pp |
| Annual return | 192.76% | 16.04%+176.7pp | 75.62%+117.1pp | 1370.56%-1177.8pp |
| Employer contribution / active EE | $300 | $1,894-84.2% | $2,723-89.0% | $2,626-88.6% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $102 | $1,974-94.8% | $5,646-98.2% | $1,946-94.8% |