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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 | $42,884 | $175,259-75.5% | $149,723-71.4% | $139,487-69.3% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 35.78% | 166.82%-131.0pp | 134.50%-98.7pp | 373.84%-338.1pp |
| Employer contribution / active EE | $313 | $5,478-94.3% | $4,821-93.5% | $4,755-93.4% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |