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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 | $21,327 | $138,076-84.6% | $123,553-82.7% | $135,380-84.2% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | 60.95% | 153.70%-92.8pp | 119.21%-58.3pp | 519.81%-458.9pp |
| Employer contribution / active EE | $861 | $5,152-83.3% | $4,628-81.4% | $4,779-82.0% |
| Participant deferral / active EE | $2,360 | $6,800-65.3% | $6,426-63.3% | $5,609-57.9% |
| Admin fee / account holder | $58 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |