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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 | $40,053 | $176,105-77.3% | $159,474-74.9% | $167,536-76.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.24% | 331.91%-315.7pp | 263.68%-247.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $111 | $5,299-97.9% | $4,831-97.7% | $4,839-97.7% |
| Participant deferral / active EE | $5,826 | $7,751-24.8% | $7,353-20.8% | $6,342-8.1% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |