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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 | $28,323 | $160,040-82.3% | $147,096-80.7% | $145,877-80.6% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 11.47% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $995 | $5,289-81.2% | $4,936-79.9% | $4,663-78.7% |
| Participant deferral / active EE | $5,061 | $8,429-40.0% | $8,071-37.3% | $6,691-24.4% |
| Admin fee / account holder | $129 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |