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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 | $54,531 | $209,888-74.0% | $189,545-71.2% | $167,553-67.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.71% | 748.66%-738.9pp | 555.36%-545.6pp | 478.89%-469.2pp |
| Employer contribution / active EE | $538 | $6,915-92.2% | $6,162-91.3% | $4,840-88.9% |
| Participant deferral / active EE | $4,333 | $8,934-51.5% | $8,220-47.3% | $6,343-31.7% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |