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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 | $41,593 | $209,840-80.2% | $189,517-78.1% | $167,497-75.2% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 46.01% | 748.35%-702.3pp | 555.19%-509.2pp | 478.62%-432.6pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,373 | $8,935-28.7% | $8,221-22.5% | $6,341+0.5% |
| Admin fee / account holder | $13 | $14,294-99.9% | $12,045-99.9% | $12,310-99.9% |