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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 | $38,618 | $180,459-78.6% | $154,108-74.9% | $135,380-71.5% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | 9.63% | 888.21%-878.6pp | 735.21%-725.6pp | 519.81%-510.2pp |
| Employer contribution / active EE | $991 | $6,035-83.6% | $5,298-81.3% | $4,779-79.3% |
| Participant deferral / active EE | $2,874 | $5,806-50.5% | $5,081-43.4% | $5,609-48.8% |
| Admin fee / account holder | $262 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |