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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 | $225,815 | $166,089+36.0% | $164,928+36.9% | $145,978+54.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 88.19% | 100.26%-12.1pp | 70.08%+18.1pp | 550.52%-462.3pp |
| Employer contribution / active EE | $250 | $5,276-95.3% | $4,343-94.2% | $4,662-94.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |