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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 | $100,488 | $104,520-3.9% | $76,823+30.8% | $152,885-34.3% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.5%-11.0pp |
| Annual return | 19.48% | 1014.03%-994.6pp | 1166.42%-1146.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $173 | $3,117-94.4% | $2,302-92.5% | $4,763-96.4% |
| Participant deferral / active EE | $2,373 | $4,236-44.0% | $3,336-28.8% | $5,851-59.4% |
| Admin fee / account holder | $66 | $12,283-99.5% | $6,422-99.0% | $11,598-99.4% |