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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 | $21,532 | $138,075-84.4% | $123,552-82.6% | $135,379-84.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 9.03% | 153.70%-144.7pp | 119.20%-110.2pp | 519.79%-510.8pp |
| Employer contribution / active EE | $480 | $5,152-90.7% | $4,628-89.6% | $4,779-90.0% |
| Participant deferral / active EE | $3,889 | $6,800-42.8% | $6,426-39.5% | $5,609-30.7% |
| Admin fee / account holder | $34 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |