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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 | $157,689 | $80,748+95.3% | $102,383+54.0% | $74,429+111.9% |
| Participation rate | 94.7% | 65.7%+29.1pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 82.33% | 27.57%+54.8pp | 24.94%+57.4pp | 1368.38%-1286.1pp |
| Employer contribution / active EE | $480 | $3,159-84.8% | $3,870-87.6% | $2,625-81.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $232 | $2,371-90.2% | $8,391-97.2% | $1,944-88.1% |