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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 | $43,704 | $176,105-75.2% | $159,474-72.6% | $167,536-73.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.24% | 331.91%-315.7pp | 263.68%-247.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $912 | $5,299-82.8% | $4,831-81.1% | $4,839-81.2% |
| Participant deferral / active EE | $8,860 | $7,751+14.3% | $7,353+20.5% | $6,342+39.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |