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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 | $21,485 | $180,749-88.1% | $160,784-86.6% | $137,256-84.3% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 11.47% | 2234.46%-2223.0pp | 1803.92%-1792.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $76 | $4,155-98.2% | $3,733-98.0% | $4,156-98.2% |
| Participant deferral / active EE | $2,058 | $6,844-69.9% | $6,293-67.3% | $6,407-67.9% |
| Admin fee / account holder | $43 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |