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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 | $44,802 | $107,941-58.5% | $91,994-51.3% | $152,909-70.7% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 60.84% | 89.28%-28.4pp | 69.04%-8.2pp | 345.46%-284.6pp |
| Employer contribution / active EE | $52 | $4,212-98.8% | $3,453-98.5% | $4,764-98.9% |
| Participant deferral / active EE | $5,462 | $6,366-14.2% | $5,924-7.8% | $5,851-6.6% |
| Admin fee / account holder | $23 | $10,521-99.8% | $7,744-99.7% | $11,601-99.8% |