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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 | $100,690 | $150,447-33.1% | $136,298-26.1% | $147,586-31.8% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.30% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $681 | $5,256-87.1% | $4,696-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $2,571 | $6,631-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $141 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |