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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 | $146,785 | $150,346-2.4% | $120,524+21.8% | $145,877+0.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 154.40%-140.6pp | 107.36%-93.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $639 | $4,353-85.3% | $3,469-81.6% | $4,663-86.3% |
| Participant deferral / active EE | $5,600 | $6,172-9.3% | $4,994+12.1% | $6,691-16.3% |
| Admin fee / account holder | $266 | $12,215-97.8% | $9,440-97.2% | $13,402-98.0% |