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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 | $40,055 | $97,732-59.0% | $83,831-52.2% | $135,380-70.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 1.82% | 1287.56%-1285.7pp | 850.99%-849.2pp | 519.81%-518.0pp |
| Employer contribution / active EE | $577 | $4,222-86.3% | $3,631-84.1% | $4,779-87.9% |
| Participant deferral / active EE | $3,696 | $4,683-21.1% | $4,082-9.5% | $5,609-34.1% |
| Admin fee / account holder | $25 | $6,675-99.6% | $5,479-99.5% | $10,828-99.8% |