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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 | $29,081 | $202,440-85.6% | $169,390-82.8% | $139,466-79.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 532.36%-511.6pp | 406.07%-385.3pp | 373.66%-352.9pp |
| Employer contribution / active EE | $222 | $4,693-95.3% | $4,013-94.5% | $4,754-95.3% |
| Participant deferral / active EE | $8,700 | $6,940+25.4% | $6,222+39.8% | $6,712+29.6% |
| Admin fee / account holder | $48 | $10,722-99.6% | $9,015-99.5% | $11,409-99.6% |