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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 | $22,320 | $175,259-87.3% | $149,723-85.1% | $139,487-84.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.89% | 166.82%-148.9pp | 134.50%-116.6pp | 373.84%-355.9pp |
| Employer contribution / active EE | $305 | $5,478-94.4% | $4,821-93.7% | $4,755-93.6% |
| Participant deferral / active EE | $3,351 | $6,522-48.6% | $5,682-41.0% | $6,713-50.1% |
| Admin fee / account holder | $98 | $16,158-99.4% | $13,215-99.3% | $11,407-99.1% |