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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 | $37,551 | $198,457-81.1% | $170,435-78.0% | $147,586-74.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.29% | 257.30%-248.0pp | 205.94%-196.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $560 | $6,183-90.9% | $5,432-89.7% | $4,876-88.5% |
| Participant deferral / active EE | $5,143 | $5,629-8.6% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |