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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 | $34,920 | $202,463-82.8% | $169,397-79.4% | $139,487-75.0% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 12.36% | 532.64%-520.3pp | 406.23%-393.9pp | 373.84%-361.5pp |
| Employer contribution / active EE | $6 | $4,694-99.9% | $4,013-99.8% | $4,755-99.9% |
| Participant deferral / active EE | $4,362 | $6,941-37.2% | $6,223-29.9% | $6,713-35.0% |
| Admin fee / account holder | $100 | $10,726-99.1% | $9,017-98.9% | $11,407-99.1% |