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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 | $22,668 | $138,078-83.6% | $125,363-81.9% | $134,509-83.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 218.01% | 750.49%-532.5pp | 572.15%-354.1pp | 418.13%-200.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,812 | $7,800-63.9% | $7,447-62.2% | $6,400-56.1% |
| Admin fee / account holder | $196 | $11,566-98.3% | $10,005-98.0% | $11,427-98.3% |