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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 | $28,877 | $138,102-79.1% | $125,381-77.0% | $134,532-78.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 14.99% | 750.73%-735.7pp | 572.31%-557.3pp | 418.27%-403.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,571 | $7,801+86.8% | $7,448+95.6% | $6,401+127.6% |
| Admin fee / account holder | $59 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |