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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 | $44,703 | $198,457-77.5% | $170,435-73.8% | $147,586-69.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.34% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $462 | $6,183-92.5% | $5,432-91.5% | $4,876-90.5% |
| Participant deferral / active EE | $5,044 | $5,629-10.4% | $4,939+2.1% | $5,439-7.3% |
| Admin fee / account holder | $85 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |