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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 | $28,933 | $217,432-86.7% | $185,849-84.4% | $167,536-82.7% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 23.11% | 148.42%-125.3pp | 122.10%-99.0pp | 478.82%-455.7pp |
| Employer contribution / active EE | $1,111 | $5,875-81.1% | $5,169-78.5% | $4,839-77.0% |
| Participant deferral / active EE | $2,912 | $6,357-54.2% | $5,569-47.7% | $6,342-54.1% |
| Admin fee / account holder | $230 | $19,818-98.8% | $16,244-98.6% | $12,315-98.1% |