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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 | $36,302 | $184,000-80.3% | $162,185-77.6% | $152,909-76.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 19.03% | 150.80%-131.8pp | 115.61%-96.6pp | 345.46%-326.4pp |
| Employer contribution / active EE | $372 | $6,370-94.2% | $5,613-93.4% | $4,764-92.2% |
| Participant deferral / active EE | $10,648 | $8,033+32.6% | $7,297+45.9% | $5,851+82.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |