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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 | $19,711 | $160,070-87.7% | $147,117-86.6% | $145,897-86.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.56% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,188 | $8,419-26.5% | $8,065-23.3% | $6,689-7.5% |
| Admin fee / account holder | $48 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |