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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 | $6,734 | $88,815-92.4% | $81,882-91.8% | $145,897-95.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.69% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $273 | $3,086-91.2% | $2,916-90.7% | $4,663-94.2% |
| Participant deferral / active EE | $784 | $4,647-83.1% | $4,323-81.9% | $6,689-88.3% |
| Admin fee / account holder | $69 | $8,434-99.2% | $7,360-99.1% | $13,390-99.5% |