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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 | $27,381 | $150,445-81.8% | $136,297-79.9% | $147,585-81.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.56% | 1049.14%-1028.6pp | 5156.16%-5135.6pp | 578.57%-558.0pp |
| Employer contribution / active EE | $668 | $5,256-87.3% | $4,696-85.8% | $4,876-86.3% |
| Participant deferral / active EE | $9,077 | $6,631+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |